Data from other sources can be imported to iEnterprise CRM. If source is CSV or Text, customer may use a definition for import fields.
How to create an Import Definition
1. Click Setup from the Toolsbar.
2. Click on Templates > Import Definition
3. Click New Import from the Action bar. Dialog box opens.
4. On the New Import Config dialog box, Enter Name.
5. On the Module, select a module from the drop down list.
6. Select a Multi-keyword Separator; values are Pipe , and Semicolon, Comma and New Line.
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On the source file, entry that has the separator indicated on this field will be considered as separate entry to a multi-value keyword field. |
7. One by one, enter the corresponding column heading under the Source fields column.
All fields that are applied on the form are listed under iCRM fields column
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Note that labels need to be exactly the same as written on the column headings. Order of columns is not a factor |
8. Click Submit.
The new definition is added to the list.
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