I have data on Salesforce that I want to Import

The iCRM application supports Import from back-end data sources specifically, Salesforce.com, MS Dynamics and QuickBooks, SugarCRM, Outlook.com and Google.  You may import directly from this sources.

Step 1. Prepare you iCRM form

Automatic mapping of fields is supported.  The mapping automatically tries to match if the fields have the same label.  However, there may be some fields on Salesforce that do not have a target field on the default iCRM forms.  You will have to add or create those fields.

You can add those new fields during import but if you want to create the fields first, here are the different fieds in iCRM and how to add them.

Customize your Form - iCRM default form is simple and basic, however, it is easy to customize to suit your needs.  You may choose to add fields that may not have a target placeholder during import or totally just do this later.

Add System Fields - these are fields that are included in the basic installation. Some are by default hidden but easily added if needed. You may use and rename the label as needed. Checking if the field you need already has a corresponding iCRM field will save you some time.

Add Custom Fields - if the fields you need are not in any of the system fields, add custom fields.  You can add 50 fields per each field type.

Add Keywords - keywords are added on the fields level. Drag/drop to reorder.

Step 2. Import your Data

You may have customized your form to add target fields, as discussed in Step 2 OR you have skipped that step and decided to add fields on the fly OR just import and update the fields later.

Click here for details on How to Import from Salesforce.

Step 3. Check your Data

Once your data has been uploaded via Import, iCRM gives you different ways to view them.

On the Account Module, for example;

1.  From the Details pane, click on the View drop down.
2.  Select the different default views such as All Accounts, Recently Viewed Accounts or My Accounts.
    See your records presented with the default fields as columns.
3.  Create a new view by selecting New at the bottom of the list.

Click here for more details on How to Manage iCRM Views

Now, you have successfully imported your Salesforce Accounts.