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. Accounts, Contacts and Leads can all be imported using the CSV data file format.

Importing works in the same manner for Accounts, Contact and Leads. The following will describe the procedure for importing Leads, although the same procedure applies to Accounts and Contacts.

• Go to the Leads tab page.
• Click the Import Leads link located in the Lead Tools section. This takes you to the Import Records page. Importing your data is an easy two-step process.


Step 1
• Specify the location of the CSV file that contains the data you want to import. Click the Browse button to locate the file.
• Select a Column Assignment setting if you have previously saved one. Click the Delete link if you want to delete the currently selected column assignment.
• Click the Continue button to go to step 2.
Step 2
• Salesboom.com reads each data entry from the first line from your CSV file. You can now assign each data entry to a Salesboom.com data field in each listed section using the data field drop down boxes. Keep in mind that your CSV file is formatted like this:
  
  Column 1, Column 2, Column3, Column 4.
  
  Each field listed in the drop down boxes is associated with a column. Column 1 is associated with the first item in the CSV line. Column 2 is the second item and so on.
• Once you have specified how data in the first line is to be read, you can save your settings by entering a name in the Save Setting As text field. By doing this you can import an identically formatted CSV file without having to manually assign the data fields again. You can simply choose your saved setting in Step 1. If you do this you are still able to make changes to the data field assignments in Step 2 if necessary.
• Every line in the CSV file is read using the data field assignments you just set up. A new lead will be created for each line in the file. This process could take a while if you have a large number of entries.
• Click the Continue button. An information box will pop up telling you that it could be a while before your data has been imported. You can continue working or you can logout of SalesBoom.com You can even logoff of your computer and shut it off.