How to Import Companies or Contacts

How to Import Companies & Contacts

In the “Data Management” section of Repfabric,  you can “Import CRM Info” (Companies, Contacts, Products and Opportunities.  This tutorial will show the steps to import Companies or Contacts.

How to prepare the template in Excel (you can download the templates from the import page – see below)

1. Click the menu icon, 4 lines in upper left corner.

2. Hover over “Data Management.”

3. Click “Import CRM Info.”

4. Click “Companies.”

5. Click the blue question mark to see template list.

6. Scroll down and copy the section for “Companies.”

Guidelines

• ‘Start import from line #’ refers to the begin of import.
• Provide a header column
• Make sure all the fields are present and the ordering should be as given below except for Contacts (Outlook Format).
• Provide blank value in case of no value.
• In case of errors – data error or missing fields, failed line of records are copied into an error log file. Example: Imported file is companies.csv then the error log file will be companies_err.csv
• Make sure that companies is imported before contacts. Contact company field will be set to blank if no matching companies is found.
• Date fields must be in MM-dd-yyyy format.
• Expected date time format for creation and last modified date – MM-dd-yyyy HH:mm.
• Companies Import: ‘Holiday Card Required’ field can be represented as Y for required and blank value if not required.
• Companies Import: ‘Tagged customer’ field can be represented as Y / YES for required and blank value if not required. For distributors, if Allow Distributor Commission is enabled and a sales team is provided it will be treated as tagged customer even if “Tagged customer” is not set as Y.
• Companies Import: ‘Is Active?’ field can be represented as No for inactive. Any other value is considered as Active.

1. Click “Select File.”

2. Find & select your template.

3. Click “Open.”

4. Click “Import.”

How to Alias Companies/Contacts individually

You will need to reconcile any records that did not load for any reason.  You will see red X’s next to the ones that failed.  If you had many errors, you could delete the batch fix the errors and import again.  The batch is NOT in Repfabric totally until you absorb the records.  You can alias each record with the red x individually by using the blue edit pencil on the right side of the record.  If multiple records have the same error, you can use the check boxes and drop-down for “Multi-record edit.” See next page

A. Click ‘Alias Companies.”

B. Click the blue pencil next to a record.

C. Update the record where needed.

D. Scroll to bottom, click “Save.”

How to Alias Multiple Companies/Contacts

a. Place check mark next to all records that have the SAME resolution (ex. Missing SAME sales team, same company type, etc.)

b. Click drop-down for “Multi-record edit.”

c. Select the appropriate option.

d. Choose correct option.

e. Click “Save.”

Absorb Records

When you have aliased all the records, and they all have green check marks next to them, you will need to give the go-ahead to accept the records. 

1.  Click “Absorb Companies.”