Import Settings

After you select the CRM that you want to import with, the Import dialog opens where some settings on how a record is uploaded is configured, see below discussion of the Import Types.

The Import Settings

Import Types:

• Create New Records

Processes unique records and ignores duplicates based on a combination of check fields

• Create New and Merge to Existing Records

Click on the Key dropdown to select a field

Processes records based on a specific key. If found, CRM records is overwritten with the values from source. If key field is not found then duplicate checking is done to either Create a new record or not.

• Create New and Ignore if Record already Exists

Click on the Key dropdown to select a field

Processes records based on a specific key. If found, ignore and process next record on source. If key field is not found then duplicate checking is done to either Create a new record or not.

Multi-keyword Separator:

• Pipe and Semi-colon are supported.

Non-existing keyword values:

• Ignore - keywords that does not match on the list for that field is not imported. Field is blank.
• Import and Insert New keyword - new values from source is added to iCRM keyword list for that field. Keyword is imported.