Navigation:  4 User interface > 4.6 Import and export > How do you import records from Excel sheet?

 

"Import" is a process for uploading data from a comma-separated value (CSV) file to Total Enterprise CRM as records using the Import Wizard. By using the Import Wizard in Total Enterprise CRM, you can import existing data:

 

Step 1: Start the Wizard

 

 

This wizard will guide you through to import records.

There are three steps to import:

Click "Next" to start the wizard.

 

Step 2: Select File & Scheme

 

 

Select the data file to import and import-scheme for this import process.

Click "Next" to continue.

 

Step 3: Enter Import Parameters

 

 

These parameters will be used during the import process

Click "Next" to continue.

 

Step 4: Specify Transformed objects

 

 

Here you can transform source fields into new fields.

Click "Next" to continue.

 

Step 5: Specify the Imported Objects

 

 

Here you can match the fields of imported file with fields of CRM system.

Click "Next" to continue.

 

Step 6: Validate the File

 

 

Validate the correctness of the data in scheme file. You can also select whether this import process should be interrupted at errors or not.

Click on "Validate" button and then click "Next" to continue.

 

Step 7: Specify Tags

 

 

Choose any tag that you want to associate to these imported records. To view available tags, click on "Select" button.

Click "Start" to continue.

 

Step 8: Finish

 

 

After successful import process, you will be prompted by this dialog box.

Click "Finish" to close.