Import Data

Import Data

To import data

  1. Click the [Module] tab.
    Module refers to the tabs like Leads, Clients, Accounts, etc.
  2. In the [Module] Home page, click Import [ Module ].
  3. In the Import [Module] page do the following:
    • Choose Import My [Records] or Import My Organization [Records].
    • Browse to locate and select the required file that is to be imported.
    • Select the check box to Enable Manual Lead approval.
      The records will be manually approved by the admin before being assigned to specific users. This option is available only while importing leads.
    • Select Skip, Overwrite or Clone for duplicate records. (Refer notes below)
      The skip and overwrite option is available only in the Paid Editions.
  4. Choose a field from the Find duplicates using pick list field. (Refer notes below)
    The field you choose here will be used by Client management system to compare the existing records with those in the import file. On identifying matching records, Client management system will reject, overwrite or duplicate the records based on your choice.

  5. Under Advanced Options, do the following:
    • Select the Character Encoding from the list.
    • Select a Workflow Task, if required.
      Note, that the work flow task will be available in the list only if you had already created a work flow task.
    • Choose the Date and Time format for the date and time values in the import file.
    • Select a rule from the drop-down list to Assign [Record] Owner as per the Assignment Rule. This option is available only when you Import Organization's record.
      Based on the rule, records will be assigned to the users. With assignment rules you can implement the Round Robin method to assign records to the users. 
    • Select an option from the list to Assign all imported Leads to this Lead Source.
      This option is available only while importing leads.
    • Click Next to continue.
  6. In the Map Fields section, do the following:
    • Associate the fields in CSV/XLS file column header with the corresponding [Module] fields in Client management system
      (Mandatory fields should be properly mapped)
    • Click Next to continue.

  7. In the Confirm Mapping section, verify whether all fields are mapped correctly.
  8. Click Import.
    When the process is over, the added, updated and skipped records will be listed for your reference.

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