New to Sage CRM. A: Have excel sheets of donors with first and last name and email and many more fields but can hold off on that- what is the quickest way to import the data- can you provide an excel template for fields and code.
Cheers
Jen
New to Sage CRM. A: Have excel sheets of donors with first and last name and email and many more fields but can hold off on that- what is the quickest way to import the data- can you provide an excel template for fields and code.
Cheers
Jen
Simplest way to work out the structure is to first export one or more records that include the data you wish to import. Once you have exported it, copy your data into the exported sheet and then go through the data import process. You map your own columns/fields however, if you have named your fields so that they can be easily identified, CRMs importer will make a good guess at what they should be mapped to. Just one word of advice I have is to make sure that when you import email addresses or addresses, set the address type.
Simplest way to work out the structure is to first export one or more records that include the data you wish to import. Once you have exported it, copy your data into the exported sheet and then go through the data import process. You map your own columns/fields however, if you have named your fields so that they can be easily identified, CRMs importer will make a good guess at what they should be mapped to. Just one word of advice I have is to make sure that when you import email addresses or addresses, set the address type.
*Community Hub is the new name for Sage City