If you want to import entries and need some help to get started; we have created sample CSV files and have made them available for download. This document provides instruction on how to import companies and contacts using the sample file. The import process will create the companies and add contacts to the respective companies.
Import Templates
We have created these templates to help you prepare your data for importing:
Importing a Company and Contacts using the Import Template
- The sample file includes two rows. Each row contains the information of a company and a contact of that company.
- Go to Import; and click File Import (XLS; CSV; TAB).
- In Import Manager screen; click Start a new import. Upload the sample CSV file by clicking Select a file.
- In What record type(s) does your import file contain section; select Contain Company information and Contacts that belong to them.
Click Next.
- Under; During the import; select add new records and make updates to existing records.
Under; If a record exists; select update only empty Maximizer fields with data from the import file.
Click Next.
- Map the fields in the sample file to Maximizer company and contact fields. You need to specify at least one company field and one contact field to be used to find the existing entries in Maximizer.
Field Mapping
Click the fields under Destination Maximizer Fields to select Maximizer fields. Follow the instructions below to set up field mapping. Under Match on This; turn on company name; contact first; contact last name and contact email address.
Map the fields below in CSV file to Maximizer fields:
|
Field to be imported (Fields in CSV file) |
Destination Maximizer Fields (Maximizer fields) |
Match on This |
|
Sequence |
|
|
|
Company Name |
Address Book Company Basic Fields Company |
Yes |
|
Company Email |
Address Book Company Basic Fields Email Address Email Address |
|
|
Company Phone |
Address Book Company Basic Fields Phone 1 Phone 1 |
|
|
Company Fax |
Address Book Company Basic Fields Phone 2 Phone 2 |
|
|
Company Website |
Address Book Company Basic Fields Web Site |
|
|
Company Address Line 1 |
Address Book Company Basic Fields Address Address 1 |
|
|
Company Address Line 2 |
Address Book Company Basic Fields Address Address 2 |
|
|
Company City |
Address Book Company Basic Fields Address City/Town |
|
|
Company Country |
Address Book Company Basic Fields Address Country |
|
|
Company State |
Address Book Company Basic Fields Address St/Prov |
|
|
Company Zip |
Address Book Company Basic Fields Address Zip/Postal |
|
|
Contact First Name |
Address Book Contact Basic Fields First Name |
Yes |
|
Contact Last Name |
Address Book Contact Basic Fields Last Name |
Yes |
|
Contact Email |
Address Book Contact Basic Fields E-mail Address Email Address |
Yes |
|
Contact Phone 1 |
Address Book Contact Basic Fields Phone 1 Phone 1 |
|
|
Contact Phone 2 |
Address Book Contact Basic Fields Phone 2 Phone 2 |
|
|
Contact Address Line 1 |
Address Book Contact Basic Fields Address Address 1 |
|
|
Contact Address Line 2 |
Address Book Contact Basic Fields Address Address 2 |
|
|
Contact City |
Address Book Contact Basic Fields Address City/Town |
|
|
Contact Country |
Address Book Contact Basic Fields Address Country |
|
|
Contact State |
Address Book Contact Basic Fields Address St/Prov |
|
|
Contact Zip |
Address Book Contact Basic Fields Address Zip |
|
|
Special Field |
Select an alphanumeric user-defined field |
|
|
Note 1 |
Address Book Contact Note Text |
|
|
Note 2 |
Address Book Contact Note Text |
|
|
Note 3 |
Address Book Contact Note Text |
|
- When you finish mapping the fields; press Next to go to the Summary page.
- Give your new import a name. You can review your selections and also create a Favorite List to retrieve the entries after import has been completed.
- Click Save Template.
- Press the Finish button to start the import process.