Import Templates
We have created these templates to help you prepare your data for importing:
Import File Preparation
At Maximizer, we believe that importing your data correctly is a key factor to a successful CRM deployment. If the data is imported into the wrong fields or if the data is not clean or accurate, it can lead to poor user adoption and lack of confidence of the CRM by your users.
To assist you with getting your data imported correctly, we have come up with these steps to help you get your data ready:
- Match your Columns to Maximizer Field Names.
- Each Contact should be in their own row.
- Separate First and Last Names of people into their own separate columns.
- Separate Phone Number, Phone Extension and Phone Description into their own columns.
- If importing Notes, create a column for each Note that is being imported.
- Date columns should be in the format YYYY-MM-DD.
Once your data has been cleaned and follows the instructions stated above, send the file over so that we can get you up and running!