Import via new Import Manager

7 articles

​Importing from Excel to Maximizer

Before importing, you need to ensure that each field is created in its own column in Excel so it is properly transferred over. Before attempting to import Data from Excel. Review the columns for comp…

Updated 3 years ago by Celina Kwan

Import Companies

When importing new opportunities or accounts, it is important to make sure that you define the basic fields that will be recognized in Maximizer. If the basic fields do not match, it will cause an er…

Updated 2 years ago by Celina Kwan

Use the Sample File to Import New Companies and Related Contacts

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 i…

Updated 2 years ago by Celina Kwan

Retrieve Field Mappings from the Import Catalog

To complete this procedure, you must have the Allow import privilege. Use this procedure to retrieve a saved field mapping from the Import Catalog into the Import Wizard. The Maximizer fields specifi…

Updated 3 years ago by Celina Kwan

Error in Imports

Scenario 1 During the import, when you choose: a. Add new records and make updates to existing records b. Update only empty Maximizer fields with data from the import file This will result in the err…

Updated 3 years ago by Celina Kwan

Import Manager Overview

Access the import tool through the Icon Bar > Import > File Import (XLS, CSV, TAB, etc). Click on this menu item to open the Import Manager. File Import is to start new imports while Tab-delimited (l…

Updated 2 years ago by Celina Kwan

Importing Leads

Select Import > File Import.. Click Start a New Import.. Click Select a file to upload your file.. Select the Contains Lead information only option for importing leads. Click Next. Select from the op…

Updated 3 years ago by Celina Kwan