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4. The following pop up box appears confirming that import is successful and depending on the amount of data from the import template, it could take a few seconds or a few minutes for the data to appear.
Click OK to proceed.
Importing Sites from Customers Menu
Once you've already imported your customers, you can now import sites by following the steps below.
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You can also import Contacts and Equipments using the same import template but enter the information in the corresponding sheets. Unique identifier would be the customer name.
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Importing from Import Menu
There are two reasons why you must import your customers from the Import Menu. One is if you have your own import file with all of your customer information already in it and two, if you are importing custom fields. The main difference is if you chose this option, you'll be able to map the fields and save the mapping for future use.
1. Go to Import and choose Import Customers.
2. Click Select files.... to select your import file and then click Begin Import.
3. The Data Mapping screen appears for you to map the fields that are not mapped automatically.
A. Choose Yes if your data has headers otherwise, choose No.
B. Check your Imported Data and drag the boxes and drop to the corresponding fields in the right panel. Please note that most fields should already be mapped.
In the following example, data called "COMPANY NAME, FIRST NAME, and LAST NAME are already mapped to the correct fields but if you find some data mapped incorrectly, simply transfer them to the correct field.
C. Once you're happy with the mapping and everything looks correct, click Import to proceed.
Note: You also have the option to save the mapping and that's helpful if you anticipate to import using the same import file format in the future.
4. Import Results box appears confirming the number of successfully imported files and if an error occurred, you'll also see some details about it.
