If you want to import Address Book entries and need some help to get started; we have created a sample CSV file and have made it 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.
- 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.
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.
More Information
For more a detailed instruction on importing; watch our YouTube tutorial. In Maximizer CRM Live; you can also use the Walkthrough to guide you through each step of the Import Manager.