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 Importing Data
 
minckle
2 posts
Joined
5/8/2008

Importing Data
Posted: 08 May 08 2:26 PM
I have recently install your free version on my Computers for basic use within my company - everything seems to work fine but I can't work out the importing facility.

I currently use ACT so Ive exported a few records to a csv file then converted that into a xml file. When I use the import facility in SCRM it doesnt show any errors but no data is being installed.

Is there a specific schemer to get it to work?

any help or advice willl be welcomed

Thanks

support
2240 posts
1st
Joined
1/3/2006

Re: Importing Data
Posted: 08 May 08 3:03 PM

If you have the data in CSV format, then you are probably better off importing it directly, rather than converting to XML.

When you import, you should have the ability to preview the data.  Have you tried that?  This will give you a good indication of the data.

As for not seeing the data once it has been import, it is possible that there are access rights at play here.  If you have Team Management enabled or if you require user assignments, then imported data that does not match this criteria will be invisible.  If this is the case, then you will need to login as admin to resolve the issues.

minckle
2 posts
Joined
5/8/2008

Re: Importing Data
Posted: 08 May 08 3:30 PM
Hi thanks for this - Ive sorted it now
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