This article assumes that you have basic knowledge of Microsoft Windows, SugarCRM data fields, standard internet browser functionality and InsideView’s data fields.
- Back up your CRM data before following the steps in this article.
- You can upload data into SugarCRM in multiple ways. The steps to upload data may differ based on the procedure you choose to follow.
- If you are unable to upload data even after following the steps below, then send an email to firstname.lastname@example.org for assistance.
|1||Log in||Log into SugarCRM.|
|2||Go to the Import Accounts window||Click on Accounts> Import Accounts.
|3||Download the file||Click the Download Import File Template link and save the Accounts.csv file on your computer.
|4||Open the file||Open the Accounts.csv file and read all the instructions provided by SugarCRM.
Note: ID is an important field. If you choose to create new records only in the Upload Import File wizard (screenshot above), then leave the ID column blank. If you choose to create new records and update existing records, then SugarCRM will update the records for which ID’s are provided.
|5||Populate the columns||Populate the columns of Accounts.csv with the appropriate enriched data fields from InsideView.
Note: Any field in SugarCRM which is in the drop-down list, such as Currency Type and Industry, should be populated from existing values that are matched. If there are new values being introduced (New Industry names, for example), then add these values prior to the import process.
|6||Upload the file||On the Upload Import wizard, browse and select the Accounts.csv file and click Next.
|7||Review and confirm||Check properties and confirm that they are correct or else go back to make changes. The Confirm Import File Properties window shows you a preview of initial records from file.
|8||Review field mappings||Confirm that the field mapping displays all of the fields in Accounts module that can be mapped to the data in the import file. If the file contains a header row, the columns in the file are mapped to matching fields. Check the mappings to make sure that they are what you expect, and make changes as necessary. To help you check the mappings, Row 1 displays the data in the file.|
|9||Map required data fields||Map to all the required fields (noted by an asterisk). Click Next if the mappings are correct, or else go back to make changes.|
|10||Check for duplicates||Check for possible duplicates is a step where you can check for possible duplicates using various fields.|
|11||Complete the upload process||Click Finish to complete the import process.
View Import Results provides you the summary on imported data of:
|12||Check for errors||Ensure that there are no errors, or else go back and fix those errors.
If you notice any errors, fix them and repeat the steps to upload data.