Difference between revisions of "Form - Data Import"

Revision as of 14:35, 26 March 2012

As system champion, you may need to import records into a particular campaign in the system.

1 Load Data Records - Quick Upload

• 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.
• When the file has been uploaded, the system allows you to verify that the New Column Name in the field mapping section is correctly mapped to the heading names in the spread sheet.
• If the headings match, the system will show Yes beside the field names and these records can then be uploaded successfully.
• If they do not match, the system will show No beside the field names and these records will not be uploaded successfully.
• If you are sure that all the data is correct, there is no need to verify and you can simply upload the file.

2 Load Data Records - Uploaded File

• Here, you can upload a file that has already been added to the system.
• There will be a list of files displayed on the screen.
• Choose the file you wish to upload.
• If no files have been added to the system, then no files will be displayed.

3 Load Data Records - Existing Record Update

• If there are records already in the system that need updating:
• Browse for the file
• Upload it straight into the campaign
• Update all the relevant records

4 Load bxp software Archive - (Data and Contact history)

• Load custom files into a campaign using Create Campaign Archive - By Last Contact, from the Database Export Section.