From the Admin Portal, you're able to download and then enter certain data into a spreadsheet. This information can then be uploaded into the CRM for all users to view and edit. Please note: it's important to follow the steps in this article carefully, as importing data into the CRM can cause issues if you've entered a value in the spreadsheet incorrectly.
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Navigate to the Admin Portal
From within the CRM, you need to click on the applications button (6 tiles) in the very top left-hand corner of the screen, and then select 'Admin'. This will then take you to the Admin Portal.
From here, select 'Data Management' from the tab on the left and then 'Basic Data Import' as shown below.
Step 2: Download & Populate Excel Spreadsheet
Select 'Download Template Excel File' and can begin populating it with information.
The Admin Portal gives you a break down of all the different fields which can be added to spreadsheet and certain parameters to use.
Step 3: Upload the Spreadsheet to the Admin Portal
After you've populated your spreadsheet, it needs to be uploaded to the Admin Portal. Simply click on the 'Browse' button, and then navigate to the spreadsheet file saved on your computer. Once you've selected the correct file, you'll be able to select the 'Upload & Import' button.