Importing rules - Data must be in CSV form
- How many columns and rows can be imported at one time
- Import Contacts
- - Separate Data for Data Sheets. Remove unnecessary or none used columns (always remove notes)
- - Seperate sheets in 4000 rows and 15 columns, Mandatory fields for Import rules. First Last, contact name, Phone 1, email, Entity ID #, 8 Additional Fields
- - Import Basic Address - First, Last, Address line 1, City, State, Phone, Email, Phone, Contact Name (if Act or other system entity id number)
- - Import the Associated Data Fields Next
- Import the Organizations
- - Import Org Name, Address 1, City, State,
- - Import Org Name Custom Fields
- Import connecting Organizations with contacts
- - Download the existing Contacts and Organizations with the Contact and Org ID
- -Use a Vlookup to Connect the System entity id number with the PlanPlus ID number)
- Duplication Checking
- Verfify if there are any duplicates using conditional formating
- Separate the duplicates and determine if the duplicates are due to missing address information, same address/phone information. Check for misspellings
- Importing Notes
- - Use only the Contact ID or Org ID, Org name, First, Last and Notes
- (if possible run a script for entering the notes into PlanPlus)
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| Solution #: | 801577 | | Type: | Knowledge Base | | Status: | Published | | Print |
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