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data import
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
: 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
- 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 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
Mode for Custom Fields
The Standard mode is: Visible Can be changed manually and through
data
import
and API… be changed through
data
import
Optional The Read only mode is: Visible Can ONLY… be changes through
data
import
and API Optional The Hidden mode is: Invisible
