The Import Data option allows you to import data from another source into your eSalesTrack account.
Before importing Data, you must have the data saved to your computer in a Microsoft Excel spreadsheet 97-3002 or a CSV file.
To Import Data:
1. If you are on a view for the module you want to import data into, hit the import button on the tool bar
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2. If you click on the import button you can now skip to step 7.
3. If you are not in the specific module to which you want to import data, click on the icon in the upper right corner of the screen.
4. This opens the Toolbox landing page displaying the various options available to you. Select Manage Data by clicking on it.
5. This takes you to the Manage Data landing page which displays the various options available to you. Select Import Data by clicking on it.
6. This takes you to the Import Data landing page which displays the modules for which you have the ability to import data. Select the module that you would like to import data into.
7. This takes you to the Normal Import Page. On this page you have the option to select the Advanced Import Page. The only difference between the two is seen between steps 13 and 15.
8. For the normal import, click on the
button. Then select the file you want to import from your hard drive and click on Open.
9. Next to the button, the name of your spreadsheet will appear. To import that spreadsheet, click on Upload the selected file.
10. This will take you to the Normal Mapping page. You can choose to import records as unassigned, to a certain user, or select "Record Owner Column" if you have a column in your spreadsheet with record owner names or usernames.
11. You will see the column headers from the spreadsheet you uploaded. The drop downs on the right side will contain all of the fields from the module you have selected to import to. Line the columns up with the corresponding fields.
12. If you are doing an advanced import the two columns will be switched. The module fields will be listed on the left and the fields from the spreadsheet being imported will be in the drop down boxes. The mapping process only differs by the fact that the two columns are switched.
13. Once you finished mapping all the fields, go back to the top of the page, select New, enter the name you want to save the map as, and click Save to save that map. The save and load section allows you to either save the mapping that you do on that page or load a previously saved map if you are importing data similar to a previous import.
14. Once it is saved, click on
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15. You can check the status of your import by clicking on the icon in the top right corner, then clicking on
manage data then clicking on
Import Data and then clicking on the Import Log.
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button. Then select the file you want to import from your hard drive and click on Open.
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