SPA Import - Advanced

1. This module allows importing new records into the SPA section and updating existing ones. For new CRM items, add them to the SPA section and leave the ID column blank. To upd ate existing records, enter the CRM Item's element ID in the ID column. Use the pipe symbol (||) to separate multiple field values.

2. Select the relevant CRM Item and upload the CSV file. Then, click "Next Step." You can download the sample file for reference.

NOTE: If downloaded import sheet contain all the fields in single column with comma separated, please convert to comma delimited with separate column. Please refer the attached pdf with steps to convert single column comma separated fields to separate tab Click here to view.

3. Map the Excel fields to the system fields. A preview of your imported data is shown in the grid view. Make sure to check all the information before proceeding with the import process.

4. Submit the import file and track the count of imported or failed records.

5.Click the "Click Here to View Imported Records" option in the final step of the import process to see the imported records.

6. To proceed with the next se t of imports, click the import another file button.

Note: Maximum number of column allowed per hit is 50. If you want to upload huge file please use batch import concept and import 50 records each hit.