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Data Import: Step 1 - Data Preparation

Get started importing data into webCRM… Use the following checklist to ensure your Data is ready for import: Data is in CSV or txt format… Example of prepared Data for import

Data Import: Step 4 - Map Data

How to map your data during a data import… Data import provides many functions for mapping Data from your raw data file to the fields in webCRM… Click here to see: Data Import: Step 5 - Create Mode Identify the webCRM fields you need to import

Data import - introduction and webinar

Introduction to data import in webCRM… Import data from an existing database or a new data file Update existing data with new data… Data Preparation Upload file Validate Map data Create mode Begin import

Data Import: Step 3 - Validate

How to validate your data… If you select this option, then if the data you try to import matches (based on the duplicate match criteria… have lots of the same data split into files, then you can create only one import profile and apply it

Data Import: Step 6 Begin Import

How to start your data import… The speed of the import will depend on the size of the data, and complexity of the import profile, and… To set the import running, click Begin import

Data Import: Step 2 - Upload file

To access Data import, click on the Gear icon in the top right → Configurations → Data import To… set up a new Data import click on Upload new file On the next page you can find your local file by… NOTE: if you have larger files then you should break up the data into smaller files

Data Import: Step 5 - Create Mode

Here you can configure how your data will be created in webCRM… In this case the Data import would actually be updating the existing records matching on that unique… The Import Mode is pre-set and you may choose to ignore blank fields or not

Re-using a Data import profile

If you have multiple raw data files of the same style and you want to import exactly the same profile… import will already be set in Validate, Map data and Create mode… again then you can click Upload file in the relevant Import log and all the options from the previous

Data fields format for import

import including ”Same value for all” and for import from Excel data… For Checkbox Data type the possible data values are: "Yes" (checked) or "No" (not checked)… Data for Checkboxes

Dataimport: Identify entities created via dataimport

To import the data, browse to Configuration → Data import and upload the file in CSV format… However when created or updated by an import, the data in these fields is formatted like this: IMP… by Data import, using the above steps