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Workbooks Import Wizard
... Workbooks Import Wizard Your import should run smoothly if you have prepared the import data and work through the Import Wizard systematically. We r ...
Introduction to Importing
... Importing If you have existing data in other CRM systems, databases or spreadsheets, you can import it into Workbooks from a CSV (Comma Separated Value) file. ...
Preparing your Import Data
... Preparing your Import Data Review your Data Before trying to import anything into Workbooks we strongly advise that you take time to review your data and ...
Import Requirements
... Import Requirements When importing new records there are certain fields that are compulsory. If you don't populate these fields your import will fai ...
Undo import
I've accepted an import and now realise I shouldn't have. Can I get rid of the data? Yes, you can undo an import Yes, you can undo an import as long as it's within 7 days of approving it. Simply open the relevant import and click Und ...
Import option is missing from my menu. How do I add it?
I need to import data but don't have the option to do that in my menu. You need to be given the You need to be given the right Capability, which your System Administrator can control. To do this, they should add the 'Create and Manage I ...
Why do I receive the following warning when importing Activities (Tasks & Meetings)? Bad value - invalid date
Why do I receive the following warning when importing Activities (Tasks & Meetings) "Bad value 'dd/mm/yyyy' for 'Start' on 'Activity - Meeting': invalid date" Just to confirm, the warning Just to confirm, the warning you r ...
Importing Products
We're running two databases in one account and want the products we've created in our original database to appear in the new database too. I exported the details to CSV and then imported them. Despite mapping the Default Price and Default Co ...
Error when importing - Symbol string may not contain '\0'
When you want to import data into Workbooks the data must be in CSV format. Sometimes (especially if you've exported data from Workbooks into CSV format and then edited it using Excel), it's possible to save your file in the wrong format and then yo ...
Using import to bulk update / overwrite records
Here are some examples of how the import facility can be used to bulk update / overwrite records: Before you start , it is important to understand the role of the Object Reference field. It is available in grids and is called &qu ...
How do I assign records to users during the import?
How do I assign records to users during the import? Note: If you don't configure Note : If you don't configure a mapping that sets the "Assigned to" value in Workbooks all the imported records will be assigned to you (the ind ...
How do I relate/link imported records to existing records?
How do I relate/link imported records to existing records? I want to import activities and link them to existing Cases. You link to existing records You link to existing records by using the "Extend" functionality of the Import featu ...
How can I import my Apple Mac Address Book into Workbooks?
How can I import my Apple Mac Address Book into Workbooks? I can export the Address Book from my Mac as a file called "Address Book 2011-03-15.abbu", and the data appears to be contained in a file called "AddressBook-v22.abcddb". ...
Importing Campaign Membership information
Using Workbooks import you can add People to Marketing Campaigns and assign a status to them for each of those Campaigns. You can achieve this during the import of new People or can use Update through Import to add existing People to Campaigns. Here ...