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www.sharepoint-florida.comCRM homepage Export/Import
Click on the
Export/Import icon to
open the import
function of your CRM
www.sharepoint-florida.comImport templates
Step 1: Locate the import templates
by selecting the “Import Templates”
tab from the menu
When importing data to your CRM, we strongly recommend using the import templates
www.sharepoint-florida.comImport templates
Step 2: Select the appropriate
template from the list
This template will then
automatically download
Best Practice
For your initial data upload, please begin with
the Account Import Template
www.sharepoint-florida.comImport templates
Step 3: Open the template and
fill in the columns
Once saved to your computer,
this information can be
uploaded into your CRM
www.sharepoint-florida.comImport from Excel
Step 1: Upload
information to your CRM
by selecting the “Import”
tab from the menu
www.sharepoint-florida.comImport from Excel
Step 4: Pick a category – this
is where your imported
information will appear in
the CRM
www.sharepoint-florida.comImport from Excel
Step 5: Select an
import type – this
is how the system
will recognize your
information
Initial data upload Name based import
Data maintenance Id based import
Best Practice
www.sharepoint-florida.comImport from Excel
Step 6: Make sure “Create
new accounts” is checked if
you want accounts to be
created at the time of import
www.sharepoint-florida.comRecently imported
Select this tab to see
all of your recently
imported excel files