Changes

Form - Data Import

8 bytes added, 10:04, 30 March 2012
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As system champion, you may need to '''import records''' into a particular campaign in the system.
==='''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.
*If you are sure that all the data is correct, there is no need to verify and you can simply upload the file.
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==='''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.
*If no files have been added to the system, then no files will be displayed.
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==='''Load Data Records - Existing Record Update'''===
*If there are records already in the system that need updating:
*Browse for the file
*Update all the relevant records
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==='''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.
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