Use this procedure to import opportunities into Maximizer from a comma-separated value (.CSV) or tab-delimited text (.TXT) file. The opportunities will be linked to existing companies and individuals in Maximizer.
To import the rows in the import file as new opportunities; each opportunity must be associated with a company or individual Address Book entry. In order to do this; you must map the Company / Individual IDentification Basic Field to the field in the import file that contains the company or individual IDentification for each opportunity. If this field is not mapped; or if any of the rows in the import file do not contain a valid company or individual IDentification; the rows will not be imported as new opportunities.
- In the left navigation pane; go to Import; and select Comma-Separated Values (CSV) or Tab-delimited from the pop-up window depending on what type of file you want to import.
The Import Wizard opens.
- Click Choose File to select your import file.
- Select the File Encoding and click Next.
If you are unsure which character encoding your file is saved in; consult the documentation of the application you used to create the file.
- Under Choose the type of entries that will be imported into Maximizer; select Opportunities and click Next.
- Hover your mouse over a row under Map to Maximizer Fields and click the arrow icon.
- Select a Basic or User-Defined Field to map to the field; and click OK.
- To exclude a field from being imported; hover your mouse over the row; and click the X icon.
If a field is mapped to the IDentification Basic Field; the values in that field are used to match rows in the import file with existing opportunities based on the following rules:
- If an existing opportunity is found with a match in the IDentification field; the opportunity is updated with the values from the row in the import file.
- If the IDentification field is not mapped; or if no existing opportunity is found with a matching IDentification value; a new opportunity is created with the values from the row in the import file.
If the import file contains a header row; you can choose not to import it by selecting Do not import first record; it is a header.
Click Next to proceed.
- Enter your email address; and click Import Now.
Results of the import are sent to the specified email address.