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Data Importation Guide

Getting Started
  1. Familiarize yourself with the data fields you are using in your current Cloud 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
Accounts 2000 accounts per CSV file. All users.
Contacts 2000 accounts per CSV file. All users.
Leads 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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