Before you begin data import, ensure correct column ordering.
Open Application and click Data Import/ Export:
Select Data Import option and click 'Next'.
Configure Data Import Wizard and click 'Next'.
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Select the file that contains data to be imported.
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Select what the file contains. You may import any of the following: Competitors, Contacts, Contracts, Document Types, Employees, Industries, Issues (Customer Complaints), Lead Sources, Leads, Organization-People, Reason Codes, Regions, Service Calls Attended, Visit Schedules, Visit Types, Visits.
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If applicable, select the format of the date in the data file.
You'll have to select a date format when you are importing data with a date. Example: Leads, Contracts etc.
Date format can be any of the following:
dd/MM/yyyy Example: 28/11/1971
MM/dd/yyyy Example: 11/28/1971
dd-MMM-yyyy Example: 28-Nov-1971
dd/MMM/yyyy Example: 28/Nov/1971
yyyy-MMM-dd Example: 1971-Nov-28
yyyy/MMM/dd Example: 1971/Nov/28
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Select the delimitor. It can be any of the following:
COMMA (,)
TAB (\t)
;
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Check this if you want Business Manager to skip first row. This will be useful when you have column titles on the first row and you do not want to import the titles.
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Check this if you want Business Manager to update its copy of the data.
Example:
Assume Business Manager has a Contact named 'My Contcat' and you are importing Contacts from a file. File too has details of 'My Contact'.
If you check this option, Business Manager will update its copy of 'My Contact'.
Preview the settings and press Finish to start importing.
Data Import begins and Business Manager will provide you a log file.