Search for answers or browse our documentation.
AccountManager Import Profiles
Import Profiles allow you to map information to spreadsheet data allowing for importing contacts into AccountManager. You can create an import profile for different formats of Microsoft Excel spreadsheets that you intend to import.
Creating Import Profiles
1. Open the database and go to the “Maintenance\Imports\Import Profiles” view.
2. Click the “New Import Profile” button on the action bar. A blank Import Profile document will display.
3. Enter the row number for the first row of data in the “Start at Row” field. (This should be the first row of data on your spreadsheet not including any column header or label rows).
4. Enter the Microsoft Excel column letters for as many of various fields as you can. Some Columns are required but you do not necessarily have to account for every column of data, simply do not map columns you do not have. There is no need to delete unnecessary columns from your spreadsheet). See helpful information at the bottom of the import profile for guidance on which columns are required.
5. Save the import profile when finished.
Import Profile Field Descriptions
[Import Profiles Screenshot 1]
Action Buttons:
|
Button Name |
Usage |
|
Close |
Closes the Import Profile form. |
|
Edit / Save (toggles between) |
Edit – Enables the ability to edit the Import Profile. No changes can be made until the Edit button is clicked. Save – Saves the Import Profile. |
Field Names:
|
Field Name |
Description |
|
Start at Row |
Microsoft Excel row number on the spreadsheet that contains the first bit of sales/commission information. Do not count any header or label rows. |
|
First Name |
Contact’s first name. |
|
Middle Name |
Contact’s middle name. |
|
Last Name |
Contact’s last name. |
|
Title |
Contact’s formal job title. |
|
Company |
Contact’s company name. The Company, Division and Location make the Company name unique. |
|
Division |
Contact’s division name. The Company, Division and Location make the Company name unique. |
|
Location |
Contact’s location name. The Company, Division and Location make the Company name unique. |
|
Website |
Contact’s website. This may be overwritten if linked to an account. |
|
Address 1 |
Contact’s address 1. If the address1, address2, city, state, zip and country matches the account it will get updated when the account address changes. |
|
Address 2 |
Contact’s address 2. If the address1, address2, city, state, zip and country matches the account it will get updated when the account address changes. |
|
City |
Contact’s city. If the address1, address2, city, state, zip and country matches the account it will get updated when the account address changes. |
|
State/Province |
Contact’s state/province. If the address1, address2, city, state, zip and country matches the account it will get updated when the account address changes. |
|
Zip/Postal Code |
Contact’s zip code or postal code. If the address1, address2, city, state, zip and country matches the account it will get updated when the account address changes. |
|
Country |
Contact’s country. If the address1, address2, city, state, zip and country matches the account it will get updated when the account address changes. |
|
|
Contact’s main email address. Will be used when creating an email to this contact. |
|
Comments |
Contact’s comments. An open text area for additional information. |
|
Phone |
Contact’s phone. If the phone and fax match the account it will get updated when the account phone or fax changes. Used for autodialer. |
|
Fax |
Contact’s fax. If the phone and fax match the account it will get updated when the account phone or fax changes. |
|
Mobile |
Contact’s mobile phone number. |
|
Phone2 |
Contact’s additional phone number. |
|
Fax 2 |
Contact’s additional fax number. |
|
Home Phone |
Contact’s home phone number. |
|
Pager |
Contact’s pager number. |
|
Notes |
Free form text area for notes about this import profile. |