If you want to import Contact List 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.
-
Click here to download the sample file.
- 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
Contact List Company Basic Fields Company
Yes
Company Email
Contact List Company Basic Fields Email Address Email Address
Company Phone
Contact List Company Basic Fields Phone 1 Phone 1
Company Fax
Contact List Company Basic Fields Phone 2 Phone 2
Company Website
Contact List Company Basic Fields Web Site
Company Address Line 1
Contact List Company Basic Fields Address Address 1
Company Address Line 2
Contact List Company Basic Fields Address Address 2
Company City
Contact List Company Basic Fields Address City/Town
Company Country
Contact List Company Basic Fields Address Country
Company State
Contact List Company Basic Fields Address St/Prov
Company Zip
Contact List Company Basic Fields Address Zip/Postal
Contact First Name
Contact List Contact Basic Fields First Name
Yes
Contact Last Name
Contact List Contact Basic Fields Last Name
Yes
Contact Email
Contact List Contact Basic Fields E-mail Address Email Address
Yes
Contact Phone 1
Contact List Contact Basic Fields Phone 1 Phone 1
Contact Phone 2
Contact List Contact Basic Fields Phone 2 Phone 2
Contact Address Line 1
Contact List Contact Basic Fields Address Address 1
Contact Address Line 2
Contact List Contact Basic Fields Address Address 2
Contact City
Contact List Contact Basic Fields Address City/Town
Contact Country
Contact List Contact Basic Fields Address Country
Contact State
Contact List Contact Basic Fields Address St/Prov
Contact Zip
Contact List Contact Basic Fields Address Zip
Special Field
Select an alphanumeric user-defined field
Note 1
Contact List Contact Note Text
Note 2
Contact List Contact Note Text
Note 3
Contact List Contact Note Text
You can map the Special Field in CSV file to an alphanumeric user-defined field. There are three note fields in CSV file. You can map them to Note Text field in Maximizer. Three notes will be created after import.- 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.