CRM Software Support Center
Data Importation

What is an Account?
Accounts Tab Page
Viewing Accounts
Custom Account Views
Manage Accounts
Managing Accounts
Creating a New Account
Saving Accounts
Edit an Account
Delete an Account
Print an Account
Account Tools
Import Accounts
Account Web Capture Tool
Account Reports
Adding a Contact
Adding an Opportunity
Adding Multiple Addresses
Adding a Note
Adding a Task

Ajax and COMET Tools
Ajax Contacts Rolodex

What is a Campaign?
Campaigns Tab Page
Viewing Campaigns
Custom Campaign Views
Featured Campaigns
Managing Campaigns
Creating a Campaign
Saving a Campaign
Edit a Campaign
Delete a Campaign
Print a Campaign
Adding a Lead
Adding an Opportunity
Adding an Account
Adding a Contact
Adding a Web Capture Tool

What is a Case?
Cases Tab Page
Viewing Cases
Custom Case Views
Featured Cases
Manage Cases
Managing Cases
Creating a New Case
Saving a Case
Sending Notification
Edit a Case
Delete a Case
Print a Case
Linking to a Contact
Case Reports
Case Tools
Web Capture Tool
Adding a Note
Adding a Task

What is a Contact?
Contacts Tab Page
Viewing Contacts
Custom Contact Views
Manage Contacts
Managing Contacts
Creating a New Contact
Edit a Contact
Delete a Contact
Clone a Contact
Contact Tools
Web Capture Tool
Contact Reports
Adding a Note to a Contact
Adding a Task to a Contact
Adding a Photo to a Contact

Control Panel
Personal Information
Edit Personal Information
Change My Password
Customize My Tabs
Customize Tabs
Customize Buttons
Customize Sidebar
Set Organization Logo

Control Panel: Import

Corporate Policies
Quick create for policies
Reports for policies

CRM Administration
Add Company Message
Custom Tabs and Fields
Customize Selection Lists
Rename My Tabs

Custom Page Layout
Campaigns Layout
Leads Layout
Accounts Layout
Contacts Layout
Opportunity Layout
Contracts Layout

Data Management
Custom Templates
External E-mail Settings
Mass E-mail History
Outlook Integration
Flagged Errors

What is a Document?
Documents Tab Page
Viewing Documents
Custom Document Views
Retrieving Saved Documents
Document Hierarchy
Featured Documents
Managing Folders
Creating Folders
Editing Folders
Deleting Folders
Managing Documents
Adding Documents
Sending Notification
Editing Documents
Replacing Documents
Deleting Documents
Moving Documents
Manage Documents

Custom Templates
External Email
Mass Email History
Detailed Mass Email Reports
Mass Email Attachments
MS Outlook Integration
Email to Case
Email to Lead
Viewing Messages
Viewing Folders
Creating a Folder
Composing a Message
Adding Attachments

What is an Event?
Viewing Events
Creating Events
Creating a New Event
Inviting Others
Sending Notification
Editing & Deleting Events

What is a Forecast?
Forecasts Tab Page
Viewing Forecasts
Custom Forecast Views
Featured Forecasts
Forecast Data Fields
Opportunity Data Fields
Creating a New Forecast
Edit a Forecast
Delete a Forecast
Print a Forecast
Forecast Reports

Human Resource Management
Employee Management
Employees tab
Viewing an Employee Record
Employee Policy Violation Reports

Importing Data
Supported Data Types
Importing Your Data

Instant Messages
Personal User Data
Sending Messages
Message Archive
Message Archive Search
Message Key Users

What is a Lead?
Leads Tab Page
Viewing Leads
Custom Lead Views
Manage Leads
Managing Leads
Creating a New Lead
Sending Notification
Edit a Lead
Clone a Lead
Delete a Lead
Converting a Lead
Generating Lead Reports
Lead Tools
Import Leads
Lead Web Capture Tool
Adding Document to a Lead
Adding Photo to a Lead
Adding a Note to a Lead
Adding a Task to a Lead

Logging In and Out

Microsoft Outlook Integration

What is a Note?
Viewing Notes
Creating Notes
Editing and Deleting Notes

What is an Opportunity?
Opportunities Tab Page
Viewing Opportunities
Custom Opportunity Views
Manage Opportunities
Managing Opportunities
Creating a New Opportunity
Saving an Opportunity
Edit an Opportunity
Delete an Opportunity
Opportunity Reports
Linking to an Account
Adding a Note
Adding a Task

Organization Mapping with Accounts Parent Account Field

Creating and Editing Profiles
Managing Profiles Profile drop-down in User
Add/Edit screens
Disabling a Tab in the Related Records Section
Setting User Login Hours Restrictions (Rules)
Assigning Login Rules to Profiles
Standard Profiles

Public Knowledge Base
Adding solutions

Generating Reports
Creating Custom Reports
Editing Custom Reports
Deleting Custom Reports
Filtering Reports & Views
Sorting Reports & Views

Sales Commission Programs
Enabling Commissions Porgram
Sales Commission

Sales Contracts
Contracts tab
Contract Mangement

Skype Integration

Spell Checker

Stay-in-Touch Mass Email
Exporting data
Mail merge

Tab Page Views
Creating Custom Views
Editing Custom Views
Deleting Custom Views

What is a Task?
Viewing Tasks
Creating Tasks
Linking Tasks
Editing and Deleting Tasks
Task History

The Sidebar
Adjusting the Sidebar
Sidebar Panel Tools
Advanced Search
My Favorites
Item History
Company Messages
Date & Time

Trash Can
Restoring Deleted Items

Violation of Corporate Policies
Violations tab
Reports on Violations
Quick create for Violations
Importing/Custom Views for Violations
Viewing a Policy
Policy Violation Report

Web based Project Management
What is Web based Project Management ?
Viewing Projects
Viewing Project Tasks
Viewing Project Resources
Viewing Project Expenditures
Featured Projects
Managing Projects
Creating a Project
Saving a Project
Editing a Project
Deleting a Project
Project Tasks
Creating Project Tasks
Adding Project Tasks
Removing Project Tasks
Project Resources
Creating Project Resources
Adding Project Resources
Removing Project Tasks
Project Expenditures
Creating Expenditures
Removing Expenditures
Tracking Project Progress

Web Capture Tool
Creating a Capture Tool
Generating HTML
Editing a Capture Tool
Deleting a Capture Tool
Web Capture Fields

Big Deal Alert
At-Risk Deal Alert
Business Support Hours
Workflow Rules
Workflow Tasks
Workflow Alerts
Adding Conditions

Working with Mass Data

ZIP Code Proxomoty Search

Data Importation Guide

Getting Started
  1. Familiarize yourself with the data fields you are using in your current CRM software.
  2. Export your data into a CSV file. See Importing Your Data for more information about creating CSV files.
  3. Open your exported CSV file in Excel or Notepad. When imported, each line in the file will be created as a new record in When viewing the file in Notepad, each field is separated by a comma and each line represents an exported record. When viewing in Excel, each field is shown in its own cell and each row represents an exported record. Examine a few lines of the CSV file to get a feel of how your data has been organized.
  4. Familiarize yourself with the data fields that are available in
  5. Think about how you want to map your CSV data fields to the data fields.
  6. You are now ready to begin importing your data.

Using the Import Wizard
  1. Select the tab page for the type of data you are importing, i.e., Accounts, Contacts or Leads.
  2. Each of these tab pages has a Tools section. Click the Import link located in this section, i.e., Import Accounts. This will begin the Import Wizard.
  3. The first step of the Import Wizard is to upload your CSV data file. Click the Browse button to help you specify the location of your CSV file. The file can be located on your local computer or on another computer on your local network.
  4. Select a Column Assignment, if you had previously saved one, to help speed up the importing process. See Step 7 for more information.
  5. Click Continue to advance to the next step in the wizard.
  6. The second step of the Import Wizard is to assign field values. This is where you map data fields from your CSV file to data fields in See Mapping Your CSV File for more information.
  7. Once you have specified how you want to map the data fields, you can save you mapping format for future use. Use the Save Settings As text box to specify a name for your saved mapping settings. For example, suppose you are importing accounts. Mapping the account data fields in Step 2 of the Import Wizard is time consuming. If you plan on importing more accounts using the same settings in the future, you can save your data field mapping settings and use them the next time you import accounts. This way you do not have to manually select the mapping settings every time you import accounts.
  8. Click Continue. An information box will pop up. Click OK when you have read the information. The importing process will now begin. Also, your mapping settings will be saved, if you specified to do so.

Using CSV Files

Importing Your Data
You can import data from any program that can generate data files in the CSV (comma separated values) format, such as Outlook, Excel and Palm devices. The following data types can be imported into your organization:
Data Type Import Limit User Access
2000 accounts per CSV file.
All users.
2000 accounts per CSV file.
All users.
2000 accounts per CSV file.
All users.
Each CSV file must contain only data pertaining to the data type you are importing. For example, when importing contacts, the CSV file must only contain contacts. Each line in the file is interpreted as a record. Each field in the record is separated by a comma. A line from a CSV file containing contact data might look like this:

First name, Last name, Account, business phone, Home phone, Cell phone, email

Every line in the CSV file would be in this format. Take note that not all available contact data fields are listed. This is because it is not necessary for all data fields to be present in the export file. You need only export the data fields you are interested in. The import wizard allows you to map any data field to any data field in your CSV export file. data fields that are not mapped can be filled in later if needed.

Each line in the CSV export file will create a new account, contact or lead. You will be the owner of each item.

Mapping Your CSV File
  • All available data fields are listed in Step 2 of the Import Wizard. This, of course, will depend on the data type you are importing.
  • The drop down boxes contain each data field in your CSV file. The values displayed are from the first line or row in the CSV file. Each listed data field has a drop down box associated with it. The data field you select from each drop down box will be mapped to the associated data field.
  • Every field in the CSV file is listed in the drop down boxes and is further identified by a column number. The column numbers represent the order in which the data fields appear in the CSV file, i.e., Column1, Column2, Column3 etc.
  • The data fields that are shown in the drop down boxes are from the first line (record) of the CSV file. Once you have specified how you want to map your data fields, uses the same mapping format for every line in the CSV file.
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Table of Contents
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Export & Import
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