Import from spreadsheets or Outlook
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Import from spreadsheets or Outlook |
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Import from excel is used frequently in many organizations. The import engine in ChannelCRM makes it simple to import business information, contacts, activities and info tags.
ChannelCRM can read spreadsheets that have data organized in columns, each containing one part of information (eg Company Name, Business Phone, Address, Postal Code, City, etc.)
In the Administration open sub menu Import Data. Choose File Open and select the worksheet from which to import from.
Once the spreadsheet data is loaded, its contents must be mapped to the ChannelCRM database tables. This is done by right clicking on the top frames and selecting Select field and then designate the appropriate field. For all columns of data to be imported, this action is repeated.
Then press the Test button.
The system will test whether the data, that are to be imported, are already in the CRM system or not. If it exists ( "1 found"), you can look it up, by double-click and examine whether the company, located in the system, must be overwritten or preserved.
When you press the Start bottom, the import engine will read all lines into the CRM database.
If you choose Open Outlook Contacts, a dialog will open. Here you select your contact folder in Outlook. The system will do all necessary mappings and import your contacts into the CRM database. Feel free to do cleaning on data, before importing into CRM. This cleaning could be removing private contacts etc.
Fields to import into are:
Company.CompanyId (only to be used if the data originates from an earlier export) Company.Name Company.Department Company.Address1 Company.Address2 Company.Zip Company.City Company.State Company.Country Company.VisitAddress Company.Phone Company.Fax Company.Mail Company.Web Company.Text Company.Owner Company.PhoneCode Company.ImportKey Company.TDC_ID Company.CVR Company.P_No Company.CustomerKey Company.TurnOver Company.NumEmployees Company.PrimRelationId Company.PotentialId Contact.ContactId Contact.Name Contact.FirstNames Contact.LastNames Contact.Text Contact.Owner Contact.Mail Contact.PhoneMobile Contact.PhoneHome Contact.Address1 Contact.Address2 Contact.Zip Contact.City Contact.State Contact.Country Contact.PhoneCode Contact.SSN Contact.Salutation Contact.NoMail Occupation.Title Occupation.PhoneDirect Occupation.PhoneExtension Occupation.FaxDirect Occupation.Mail Occupation.FunctionInternal Occupation.Department Activity.Subject Activity.StartTime Activity.FinishTime Activity.Text Activity.Owner Activity.Done Activity.Location Activity.TypeId CompanyInfo.Text ContactInfo.Text CompanyNace.Code CompanyNace.Text CompanyNace.PrimaryCode CompanyTeam.UserId Primrelation.Name Potential.Name
Product.Name Product.ReferenceId Product.Description Product.UnitPrice Product.Value1 Product.Value2 Product.Value3 Product.Value4 Product.Account Product.Book Product.Discontinued Product.ProductGroup Product.FloatingPrice
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