Import from spread sheets or Outlook

Import from excel is used frequently in many organizations. The import engine in ChannelCRM makes it simple to import business information, contacts, activities and info tags.  

ChannelCRM can read spreadsheets that have data organized in columns, each containing one part of information (eg Company Name, Business Phone, Address, Postal Code, City, etc.)

In the Administration open sub menu Import Data. Choose File Open and select the worksheet from which to import from.

Once the spreadsheet data is loaded, its contents must be mapped to the ChannelCRM database tables. This is done by right clicking on the top frames and selecting Select field and then designate the appropriate field. For all columns of data to be imported, this action is repeated.

Then press the Test button.

The system will test whether the data, that are to be imported, are already in the CRM system or not. If it exists ( "1 found"), you can look it up, by double-click and examine whether the company, located in the system, must be overwritten or preserved.

When you press the Start bottom, the import engine will read all lines into the CRM database.

If you choose Open Outlook Contacts, a dialog will open. Here you select your contact folder in Outlook. The system will do all necessary mappings and import your contacts into the CRM database. Feel free to do cleaning on data, before importing into CRM. This cleaning could be removing private contacts etc.

Page url: http://www.channelcrm.net/us/index.html?net_importbasis.htm