Customer Forums
Importing
Find out more about importing data into Workbooks here.| Forum Name | Replies | Created | Latest Reply |
|---|---|---|---|
| Updating home contact details using import By default Workbooks People and Organisation records show the main contact details on the main tab of the record, but you can add more Contact Details, such as a home address, within the Contact Detai... |
0 | 24 weeks 2 days ago by Support |
n/a |
| Updating home contact details using import By default Workbooks People and Organisation records show the main contact details on the main tab of the record, but you can add more Contact Details, such as a home address, within the Contact Detai... |
0 | 24 weeks 2 days ago by Support |
n/a |
| Restoring All Organisations I've been trying to clean some of our Organisation data and I'd like to restore the original that I downloaded before modifying it in Google Docs. I had a few issues with quotes being in the wrong pla... |
3 | 25 weeks 5 days ago by keith.wilson |
25 weeks 4 days ago by keith.wilson |
| Importing accented characters - CSV contains accented characters which look wrong in Workbooks I have some accented characters in my CSV file which I am importing into Workbooks. However when they arrive in Workbooks they don't look the same. What am I doing wrong? ... |
3 | 2 years 14 weeks ago by Anonymous |
32 weeks 18 hours ago by jhardie-matthews |
| importing notes separately How do i import notes to go with my People, but keep them separate to the People information?? Do I need to upload them separately as an Activity??... |
1 | 33 weeks 1 day ago by IncovoTelecommu... |
32 weeks 6 days ago by Support |
| Updating custom fields on posted invoices Once an invoice has been set to POSTED you can only edit custom fields on the invoice record.You may want to update custom fields through an import. In this example I have a custom field on i... |
0 | 1 year 10 weeks ago by Support |
n/a |
| 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... |
0 | 1 year 25 weeks ago by Support |
n/a |
| Importing multi-select values - a tip If you are importing into a multi-select picklist field - something which contains comma-separated items within a single field - you need to consider how to build the values for that field. &n... |
0 | 1 year 28 weeks ago by jkay |
n/a |
| How do i view uploaded pdf files? I have uploded pdf fiels and located it under "Note". But now I am having problem of viewing it. It is there but inaccessible. No dobble clicking works. Am I missing ... |
1 | 1 year 28 weeks ago by smari |
1 year 28 weeks ago by Support |
| Imported data is disappearing We are currently evaluating the CRM solution and can't understand why we have imported our database into Workbooks 2 times now only to wake up the next day and login to find it is empty again, can you... |
1 | 1 year 29 weeks ago by Anonymous |
1 year 29 weeks ago by Support |
| Importing updates to Campaign Member Status' Hi, I'm doing some work on Marketing campaigns and I can see that I can export member data, which led me to the assumption that I could export a large number of members, quickly amend there member st... |
1 | 1 year 30 weeks ago by Samantha Jones |
1 year 30 weeks ago by Support |
| Importing Invoices Hi, I am trying to import a spreadsheet of invoices, but when the records are uploaded, for some reason workbooks is increasing the invoice number by 2 between each one, so I get INV-1,... |
3 | 1 year 37 weeks ago by vkspence |
1 year 37 weeks ago by vkspence |
| 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 ... |
0 | 1 year 38 weeks ago by jhardie-matthews |
n/a |
| 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. ... |
0 | 1 year 49 weeks ago by Support |
n/a |
| 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"... |
2 | 1 year 50 weeks ago by Anonymous |
1 year 50 weeks ago by Support |
| 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. &... |
1 | 2 years 1 week ago by Anonymous |
2 years 1 week ago by Support |
| 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.... |
1 | 2 years 5 weeks ago by Anonymous |
2 years 5 weeks ago by Support |
| How should I escape characters when Importing into Workbooks? Workbooks imports data in comma-separated values (CSV) format. A variety of options exist to allow you to choose how that CSV data is interpreted. Normally you will not need to be too conc... |
0 | 2 years 8 weeks ago by jkay |
n/a |
| How do I assign records to users during the import? How do I assign records to users during the import?... |
1 | 2 years 8 weeks ago by Anonymous |
2 years 8 weeks ago by Support |
| 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... |
1 | 2 years 10 weeks ago by Anonymous |
2 years 10 weeks ago by Support |
| Undo import I've accepted an import and now realise I shouldn't have. Can I get rid of the data?... |
1 | 2 years 14 weeks ago by Anonymous |
2 years 14 weeks ago by Support |
| Can I concatenate fields in the import? My CSV has address details in several columns. Address line 1, 2, 3 and 4. It also has city and county. Can I concatenate the address lines into a single address?... |
2 | 2 years 15 weeks ago by Anonymous |
2 years 15 weeks ago by Support |
| 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.... |
1 | 2 years 18 weeks ago by Anonymous |
2 years 18 weeks ago by Support |