Difference between revisions of "Form - Data Import"
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Philip Lacey (talk | contribs) (Created page with "As system champion, you may need to '''import records''' into a particular campaign in the system. *An Excel spread sheet is used to import data into BE. *The file will be imp...") |
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Revision as of 12:36, 26 March 2012
As system champion, you may need to import records into a particular campaign in the system.
- An Excel spread sheet is used to import data into BE.
- The file will be imported ONLY if the headings in the Spread sheet are mapped to the New Column Names in the Database - Field Management part of the campaign.
- This is VERY important for the successful upload of records.
- Mathematical functions, for example &, /, % must be avoided.
- The formatting of the text in the import file must be accurate also.
- Refer back to Field Mapping – Manage (Database – Field Mapping).
- Load Data Records – File Quick load is used to browse for a specific file on your PC and upload it successfully into BE.
