Import Customers (2017)
QUESTION:
I would like to import a series of companies that we have new in our ERP base, I would like to know if it would be possible to do an import from excel.
ANSWER:
About creating the import file for companies and contacts:
You must create a Microsoft Excel spreadsheet with the import data as follows:
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The first row in the spreadsheet must contain the field names as they exist in the Changepoint database. For more information, see Available fields for importing companies and Available fields for importing contacts. |
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To import data for lookup fields, you must use the Changepoint lookup values in the import file. |
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You must provide values for the mandatory fields. The System Metadata report lists all of the fields and their settings, including whether they are mandatory or not. . |
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The import file must be in Unicode text format. |
The following table includes the fields and values that are required to import company data as a company, prospect, or lead.
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Company type |
Sales status |
Required field |
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Company |
Customer |
None |
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Lead |
Lead |
SalesRepID |
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Unassigned lead |
Lead |
(none) |
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Prospect |
Prospect |
TelemarketerID |
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Unprocessed prospect |
Unprocessed |
None |
Please check online help for further details