Importing and Exporting

Lead Import Video 

Care should be used here .Cleanse data prior to imports. Editing data may be easier in a spreadsheet. Do this first. Sequence for for Accounts/contact imports is first Accounts, second Contacts. The import will read the Accout name and put contacts in the correct account.

Imports and exports can be done for all data entities in the crm tool. Accounts, Contacts, leads, Potentials, Quotes, Products Activity and I am sure I am missing one or two. The user wishing to import/export must have this prvilege. There are 2 ways to do Exports:

• In Analytics Tab> Reports: fine grain reports can be built and exported. This is the best way to export specific datasets.
• In top center of Interface: Note the down arrow (import) and the up arrow (export).

The down arrow, which resides in each view, is for imports. Cick on the arrow to go to import file select. Select your file. this must be saved in .csv. (in Excel, click save as and scroll to csv. 0

• go to Form which you desire to import data: leads, potentials, accounts, contacts.
• click on down arrow
• browse to file which is save in csv format.
• Map fields, if fields are needed back out go to setting and create custom fields.
• Name and save map for reuse.
• Click import
• CRM will show progress and import stats.

*Important: the procedure for importing Account and Contact data is Account first then Contacts.

• Go to Acccount view
• Clck on Import or down arrow.
• Import Account data
• Go to Contact view
• Click on import or down arrow
• Import data