modqert.blogg.se - Copy paste wizard

#COPY PASTE WIZARD FULL#

Date/Time fields – Data must be in the correct format, matching the Locale in your Propertybase org.

For example if your Locale is English (United States) you will see all dates within Propertybase as: (which converts to mm/dd/yyyy when formatting in excel)

Date fields – Data must be in the correct format, matching the Locale in your Propertybase org.

Picklist Fields – All values within your CSV must already be in Propertybase and should be identical so that data is correctly matched in the system.

Last Name – This field is required when importing a contact.

Having the correct format for each field type is KEY to ensure that your file is properly uploaded to Propertybase.

The Exported data will contain the correct headers for import so all you have to do is copy and paste your data from your legacy system into this template.For more information on building reports please see Reporting for Managers Check to see if the report contains all data and finally use the Export button to have a copy of the report saved to your computer in Excel format. Then use the Report Builder to drag and drop all the fields to be imported into the report. Simply navigate to the 'Reports' tab and create a new report based on the object you wish to import into.

Then save and export it to Excel (.XLS) format.

Create a report with all of the fields that need to be mapped to your legacy system data.

*All fields that in the CSV file will need to be added to the page layout. To learn more about creating fields more in detail, please visit: Create fields and place them on your Page.

Organize and create all necessary custom fields to match your legacy system data.

The following are the steps needed to prepare a CSV file for import if additional information needs to be added to the templates.

You want to ensure that your data is correctly inserted and that data formatting is maintained.Īt the bottom of this page you can find 2 CSV templates that have been prepared and are import ready.Īll that is needed is to substitute your data in the template.Įach template is used for a specific record type of contacts.Ĭompany contacts will need to be imported separately from individual clients.įor a more in depth on the differences of these see the managing Contacts article.

#COPY PASTE WIZARD FULL#

Importing data into Propertybase properly is one of the most important steps in being able to take full advantage of the CRM system.