Most organisations will have customer data stored somewhere, whether it be in spreadsheets, an existing CRM solution or another business application such as Microsoft Outlook. Yet regardless of the source, getting your customer and contact records into Workbooks is ultimately one of the most important aspects of the implementation process.
To help make the migration of your existing data into Workbooks a flawless transition, Workbooks provides a step-by-step data Import Wizard which guides you through the process of importing your data. The Import Wizard can import .CSV files, which can be created by many other business applications, but should you run into any trouble, our team of consultants are always on hand to assist.
It is really important to invest time in ensuring the data you import is clean. Useful tips include: Remove duplicates and consolidate records. Set standards for names. Ensure you data is as complete as possible. Only migrate the data you really need
Once you have your import data in good shape we would recommend importing into a ‘test database’ to ensure it all is migrated correctly and you can run the reports you need.