Import From an MXI Or XML File
To complete this procedure; you must have the Allow import privilege and the required permissions for inserting and modifying entries included in the import.
Use this procedure to import Address Book entries; Customer Service cases; or Knowledge Base articles into Maximizer from a Maximizer XML Interface (.MXI or .XML) file.
- In the left navigation pane; click Import; and select XML and Maximizer MXI.
The Import dialog box opens.
- Click Choose File; and select the MXI or XML file.
In the Lead Handling area; choose if you would like to import entries as leads or not.
Optionally; edit the name of the Favorite List created on import.
If you do not want to create a Favorite List; delete the text in the Name field.
- Click Import.
If you do not have insert or modify permissions; the import results will list the entries as “Failed.”
When the import is finished; the Import results section updates to show the number of entries that were successfully inserted or modified and the number of entries that failed to be imported.