Importing Data

Importing Data

Overview

Actions

Sub-panels/Related Information

Availability
  • Standard
  • Professional
  • Enterprise

Overview

Import data for modules such as Clients, Contacts, Leads, Opportunities, Targets, Calls, Meetings, and Tasks with the help of an easy-to-use User Import Wizard. For Contacts, Leads, Users, Targets or any other person-type module, you can import data from your Google Contacts list.

Features of the User Import Wizard are listed below:

  • Provides sample comma separated values file (.csv file type) — Use the available sample .csv file as a template for import of files.
  • Retains settings from previous imports — Save/preserve import file properties, mappings, and duplicate check indexes from previous imports for ease of current data import process.
  • Accepts both database name and display labels of dropdown and multi-select field items — Field labels as well as database names are accepted and mapped during import, but only the field labels are displayed for ease of use.
  • Accepts both usernames and full names in user fields during data import and export — Full names of Users displayed for Assigned To and other User-related fields in exported .csv file for easier identification of user records.
  • Auto-detects file properties in import file — Upload import files without specifying file properties such as tab, comma, double and single quotes, date and time formats, making the process simpler and faster.
  • Imports contacts from external sources such as Google — Import Google contacts for person-type modules, relate ProTracker records to Google Contacts, and communicate with Google Contacts from within ProTracker.

Actions

Import data

Note: Always import the Client data first and then import Contacts and other data related to Clients (such as Meetings, Calls, and Notes) to automatically create a relationship between the imported Client and Contacts and activity records related to the Client.

Follow the steps listed below to import data for a module, such as Clients:

  1. Click Import from the module’s Actions dropdown.
    Step 1: Upload Import File displays with a link to a sample Import File Template.
  2. If you have an import file to upload, go to 3; otherwise, click Download Import File Template. Then, delete the sample data, input your data and save the file.
  3. Click Choose File and navigate to and select your import file.
  4. The file name displays in the Select File box.
  5. Click the option button appropriate for What would you like to do with the imported data?
  6. Click Next.
    Step 2: Confirm Import File Properties displays and the auto-detection of imported data takes place.
  7. Click View Import File Properties to verify and change the data as needed, if you notice irregularities in the Confirm Import File Properties table. Click Hide Import File Properties to collapse the table.
  8. Click the appropriate option button If the import file data was exported from any of the following sources, select which one.
  9. Click Next.
    Step 3: Confirm Field Mappings displays all the fields in the module that can be mapped to the data in the import file. If the file contains a header row, the columns in the file map to matching fields.
  10. Check for correct mapping and modify if necessary. Make sure all of the required fields, which are indicated by a red asterisk ( * ), are mapped.
  11. Click Next.
    Step 4: Check for Possible Duplicates displays.
  12. Position your cursor over a field in the Available Fields list that you want to use to perform the duplicate check, and click and hold MB1 (typically the right mouse button) while dragging the field to the Fields to Check list. Repeat this step if you want to use more than one field to check for duplicates.
  13. If you want to save the import file properties, mappings, and duplicate check indexes for future imports, enter a name in the To save the import settings, provide a name for the saved settings box.
  14. Click Import Now.
    The progress indicator displays. When the import completes, Step 5: View Import Results displays.
  15. Click Errors to check for errors in the process. Follow the instructions to fix problems (if any) and click Import Again to start the import process again at Step 1.
  16. When the import is successful, click Created Records (in Step 5: View Import Results) to view the imported records.
  17. Click Undo Import if you are not satisfied with the imported records.
  18. Click Exit to display theList View of the module into which you imported your records.

 

Import data from Google

Follow the steps listed below to import data from Google Contacts for person-type modules such as Contacts, Leads, Users, and Targets.

Note: Google is enabled by default for data import.

  1. Click Import from the person-type module’s Actions dropdown or the Import item from the Navigation menu.
    Step 1: Select Data Source displays.
  2. Click the option button indicating that your data is in an external application or service.
  3. Click Sign In.
    Your <User name> >> Edit page with your external account pre-selected in the Application dropdown list displays.
  4. Enter your Google account credentials in the App User Name and App Password fields in the <User name> >> Edit page.
  5. Click Connect.
    Import » Step 1: Select Data Source displays.
  6. Follow the steps listed in Import data.

Sub-panels/Related Information

See also:

Calls

Clients

Companies

Contacts

Emails

Notes

Tasks

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