Import Records from Comma-Separated Values (.csv) Files
If you have access to the Import and Export utilities in the browser application, you can run an import process that adds multiple records from comma-separated values (.csv) files into Vantagepoint. This allows you to quickly add multiple records into the application.
Video: See related video below.
When you run the import process, a new record is added in Vantagepoint for each record in the .csv file that does not already exist in the database. For this to occur, information between the two applications is mapped according to type of record (contact, employee, and so on). Vantagepoint runs a check to ensure there are no duplicate records in the database.
The import can include any standard or custom data that you enter on any tabs in the area, with the exception of fields in grids. Data that you enter in the grids cannot be imported.
Tablets and other devices that use the iOS operating system cannot upload files through the browser. As a result, you must run the import process using a different device, such as a laptop or an Android tablet.
Video
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Learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources. |
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You can import record data from a comma-separated values (.csv) file into Vantagepoint. - Fields and Options
These forms and dialog boxes are available in Utilities.