Import from a Text File Dialog Box

Use this dialog box to enter the name of the text file from which you are importing data into Ajera CRM.

Location

To display the dialog box:

  1. From the Ajera CRM Navigation menu, click Utilities > Advanced Utilities > Data Import.
  2. On the Import Utility form, complete the entry of information on the various tabs, and then click Validate or Import on the toolbar.

Contents

Field Description
Table Description This displays the table description that you entered in the Table Description field on the Main tab of the Import Utility form.
Text File Click the Browse button. On the Open dialog box, navigate to and select the .txt file from which you want to import data into Ajera CRM.
OK Click this button to proceed with the import process.
Cancel Click this button to cancel the import process and return to the Import Utility form.