Use the Sample File to Import New Companies and Related Contacts

Updated 1 year ago by Celina Kwan

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.

  1. 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.
  1. Go to Import, and click File Import (XLS, CSV, TAB).

  1. In Import Manager screen, click Start a new import. Upload the sample CSV file by clicking Select a file.

  1. In What record type(s) does your import file contain section, select Contain Company information and Contacts that belong to them

Click Next.

  1. 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.

  1. 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

 

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.
  1. 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.


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