The GorillaDesk team will format & import your data at no additional charge for you once you're a paid subscriber.
If you opt to format your own data we strongly suggest emailing us your final import file to proof it for you before uploading it.
The import function is found under the Customers tab and Action button. The final document must be saved as an excel CSV.
Here are the available import fields:
Status (active / inactive)
Account #
Balance*
First name
Last name
Email
Company
Top Note
Phone (Mobile)
Phone (Home)
Phone (Work)
Phone (Main)
Phone (Home Fax)
Phone (Work Fax)
Address Line 1
Address Line 2
City
State
Zip
Location Notes
Billing Address Line 1
Billing Address Line 2
City (billing)
State (billing)
Zip (billing)
Alt First name
Alt Last name
Alt Email
Alt Phone (mobile)
Alt Phone (home)
Alt Phone (work)
Alt Phone (main)
Alt Phone (home fax)
Alt Phone (work fax)
At this time you can not import past service and payment history. You can import a starting balance.
---
Exporting data from RDF SPCS:
1.) Go to File > Export > Current Range and export to Excel
2.) If Excel is not an option then export to DBF
This will create a file called MERGE.DBF in your SPCS file directory. Open this file in Excel and it should have your complete current customer data to use for importing to GorillaDesk.
Exporting data from QuickBooks:
Go to Reports > Customers > Customer Detailed
Once the report is open there will be a Custom button to select even more fields. Here you can choose all the fields required for export.
Export all the selected fields to a .csv or .xls file type.
---
Keywords: importing, exporting, data
---