As CRM consultants serving Los Angeles and Orange County we often get questions from our clients about how to optimize and get better use out of Sage CRM. In this article, I wanted to share a popular questions on how to upload Sage CRM data.
QUESTION: We use Sage CRM and we are trying to upload data to our Sage CRM software. How do we set this up?
ANSWER: Here are step by step instructions on setting up Sage CRM to upload data from another source or file. It is important to note, you should always consult with your certified Sage CRM consultant before making any changes to your Sage CRM system.
Sage CRM data upload feature is a quick and efficient way to upload an Excel list of visitors to a trade show, a purchased prospect list, or when converting from a legacy contact manager. Sage CRM intuitively maps the Excel columns titles with the Sage CRM tables and fields. Sage CRM is integrated to the Sage Accounting suite such as Sage 100 or Sage 300.
When uploading a CSV file containing basic company / person contact data
Under Administration ---> Data Management ---> Data Upload:
Select the file
The next screen will show the mapping suggested by Sage CRM.
CRM WILL NOT IMPORT THE RECORDS RESULTING IN AN ERROR: ‘INVALID PERSON DETAILS’
TO ADDRESS THIS ISSUE:
DO NOT SELECT ‘BUSINESS’ FOR THE LAST NAME TYPE OF THE PERSON. LEAVE IT BLANK
*** It is highly recommended to consult with a Sage certified CRM consultant before making any changes to your Sage CRM software.
If you have any questions about Sage CRM, please feel free to contact Ben Hanan at 818-883-0983 / toll free 866-400-0922 or ben.hanan@wacptrs.com a CRM consultant and Business System Analyst with WAC SOLUTION PARTNERS – LOS ANGELES OFFICE. WAC Solution Partners offer a wealth of CRM and ERP software services, support programs and training options to keep you and your staff operating at maximum efficiency, regardless of the complexity of your systems. Contact us to learn more how our CRM consultant team serving Los Angeles, CA can help!