Import Options allow you to quickly bring multiple customers into the system from a spreadsheet or other external source. The process uses default settings for consistency and field mapping to keep data organized. When information is not available through the import, the Default value will be applied.
Setting Import Options
Navigate to Settings / Data Management / Import Options.
1. Select the Defaults tab.
2. Select what action you would like to have taken when information is missing from a Company or Contact during Import.
3. For systems with multiple Locations, select one of them to be a default using the dropdown menu.
4. Use the dropdown menu to select a Default Salesperson. This employee will be assigned to customers when a salesperson is not available through the import.
5. Fill in your Accounting Defaults.
Note: For more information on accounting, please see Payment Term Settings or Tax Items.
6. Use the dropdown menus to select the defaults for Status, Company Origination, and Industry.
Note: Changes will be automatically saved.
7. Select the Mappings tab.
8. Navigate between the Subtabs to enter in the appropriate mapping information for Locations, Employees, Industries, and Originations.
Note: These subtabs all function in the same way. This example is using Employees.
9. Click the Green Plus button to add new mapping information.
Note: When adding new information, the green plus button will turn grey once clicked.
10. Enter the Source Information. This would be the Name exactly as it appears in your source/import data.
11. Enter the appropriate information you would like it mapped to after import. These can be the same, when appropriate.
12. Click the Green Checkmark.
Note: The system automatically saves after clicking the Green Checkmark. If you would rather not save, click the grey X instead.
