- Welcome to the Knowledge Base
- Using the Knowledge Base
- Editions & Licensing
- Logging In
- Support Processes
- Supported browsers
- Landing Pages
- Workbooks on Mobiles and Tablets
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Custom Fields
- Case Portal Configuration
- Case Portal Additional Features
- Using the Case Portal
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Imports Troubleshooting
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Upload Library
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- On The Day Registration App
- Setup On the Day Registration App
- Compliance Records
- What is Spotler?
- Navigating your Spotler homepage
- Introduction to GatorMail
- Managing your GatorMail Account
- GatorMail Configuration
- Creating Emails in GatorMail
- Sending Emails in GatorMail
- Advanced Features
- GatorMail Troubleshooting
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
Electronic Signing Tools
- DocuSign Functionality
- Setting up the DocuSign Integration
- DocuSign - Worked Examples
- DocuSign - Reporting
- Adobe Sign Integration
- Docusign Integration
- Creditsafe Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
- Email Dropbox
Workbooks Exchange Server Sync
- Supported email clients
- Set Up
- What gets synchronised?
- WESS Troubleshooting
Workbooks Outlook Connector
- Introduction to the Outlook Connector
- Before downloading the Outlook Connector
- Download/update the Outlook Connector
- Installing the Outlook Connector
- Using the Outlook Connector
- Outlook Connector Troubleshooting
- RevenueGrid Intelligence and Engage
Event & Webinar Integration Tools
- Create/Update & Cancel Webinars from Events
- Event Attendees as Webinar Registrants
- Event Speakers as Webinar Panelists
- Retrieve Webinar Data
- Authentication with ON24
- Create Webcasts from Events
- Event Attendees as Webcast Registrants
- Retrieve Webcast Data
- Retrieve Survey Data
- Engagement Hub Interactions
- Azure Active Directory
- Power BI
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
People & Organisations
- Introduction to People & Organisations
- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
- Introduction to Reporting
- Adding Targets, Conditional Formatting and CSS Styling
- Reporting with multiple currencies
- Drilling into Summary Views
- Improving Report Performance & Run Time
- Displaying reports within Record Views
- Displaying Reports
- Adding a Report view to a Dashboard
- Reporting Explained
- Exporting Reports
- Types of Split Columns
- Using Calculated Columns
- Audit Reporting
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to Transaction Documents
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
- Desktop Preferences
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Workbooks Scripts
- API Data
- Triggers and Webhooks
- PDF Configuration
- Contact Support
Releases & Roadmap
- September 2023 Release
- September 2022 Release
- June 2022 Release
- March 2022 Release
- October 2021 Release
- June 2021 Release
- March 2021 Release
- 2020 Releases
- 2019 Releases
- 2018 Releases
- 2017 Releases
- 2016 Releases
- Workbooks Glossary
Preparing your Import Data
Importing out-of-date or uncleansed data can cause your import to fail and clutters your database so take the time to review the data carefully before starting.
For an overview of Import Basics, click here to watch a video tutorial.
Review your Data
Before trying to import anything into Workbooks we strongly advise that you take the time to review your data and to check its quality and accuracy as the old adage of 'rubbish in = rubbish out' is true.
To help you with preparing your data, you can use Import Templates to generate spreadsheets which have column headers which correspond to form fields inside Workbooks.
If you're importing data from a legacy system, even a simple spreadsheet, decide how much historical data you need. For example, do you really need to import activities that took place years ago? If the answer is 'yes', fine but often the answer is 'no', in which case filter out and remove out-of-date or unnecessary data. Be as ruthless as you can be without forsaking important information.
What sort of data do you want to import? For example, if the information is about People, but those People haven't yet been through any kind of qualification process, you may want to import the data as Sales Leads. If however, the People have been qualified, it might be more appropriate to import the data as People records (possibly identified as Prospects?).
Do you just want to import one type of record (Organisations, for example) or do you want to import any additional record types at the same time, such as Activities, Notes, and so on? If you want to import more than one record type at the same time, click here to see which records you can import at the same time.
NOTE: Once People have been imported you cannot update their employer field using update through import so ensure that you either import the Organisations first and then link People to them or that you import both types of record at the same time.
Once you've decided what type of records you want to create, familiarise yourself with the fields in your source data and with those available within Workbooks. Do all the fields you want to populate already exist within Workbooks? If not, you might need to create some custom fields.
Similarly, if you're importing data into fields that use picklists, does your source data contain options that reflect your picklists? Also, which fields in Workbooks are mandatory? Make sure your source data contains the data required for these mandatory fields. Click here to link to a list showing mandatory fields for each record type.
Cleanse your Data
Once you're familiar with the data you want to import, check the quality of it and, if necessary, make some amendments to help ensure your import goes smoothly. Below are suggestions of things to check for, which isn't meant to be exhaustive but will definitely help eliminate some common problems.
- Unique Identifier - if you're using import to update fields on existing records or to link new records to existing ones (eg, importing Activities linked to People), you will need some way to uniquely identify the existing records so that your new data affects the right records.
If you've previously exported records from Workbooks to update them externally, we'd recommend that your export includes the unique Object Reference which you can then use within your import as a unique identifier. Similarly, data exported from a legacy system often includes a unique identifier. In this case, we recommend importing this against the Workbooks field called External Reference.
- Data content - do all your columns contain the 'right' data, ie, if the column is for, say, County, are all the values in that column for Counties? Whilst this won't necessarily stop the import from working, it's worth checking this sort of information as it may impact upon the success of reporting, especially for marketing purposes, once the data has been imported.
- Address information - commonly street addresses in the source CSV file are split into different fields, eg Street Address 1, Street Address 2, etc. In Workbooks, the Street Address field is a multi-line text field and the import tool makes it easy to populate this as it will allow you to concatenate together your source fields and specify how you want the fields to be separated (eg, by a new line, or a comma).
If, however, your source data has information for the street address and the town and / or county and / or postcode and / or country all in one field, you'll need to manipulate the data before you start your import to separate this into different fields. It helps to have a reasonable understanding of the formulae that Excel offers in order to facilitate splitting the data correctly.
- Email addresses - are email addresses entered correctly? Check to make sure they all contain an @ symbol, and that they don't contain any other special characters, such as brackets or asterisks. Also, if any email addresses start with 'mailto:' remove that before importing.
NOTE: If you're importing People records any rows which have invalid email addresses will be rejected thus the Person record will not be created. If your data contains invalid email addresses we recommend that you either correct them prior to starting the import or delete them and leave that field empty.
- Assigned to - do you want your records to be assigned to a specific user? If so, make sure that user has been created first (although you don't have to enable them).
NOTE: if you assign records straight to a queue, they will be 'owned' by the user carrying out the import. This doesn't usually create any issues UNLESS you are using advanced permissions and those permissions have been configured to be based on who owns the record.
In that situation, you should first set up all your permissions. Next, import the records assigned to an individual user, so that the rulesets give access to the right set of users. Then reassign the records to a queue, which will retain the ownership and thus the rulesets.
- Dates - if you're importing any dates, make sure they're all in the same format. By default, Workbooks displays dates as dd/mm/yyyy, eg 21/02/2023. You can import dates in other formats but do make sure they are all consistent.
- Checkboxes - if you're importing data to populate a checkbox (for example, the Partner, Supplier, Customer or Prospect fields on an Organisation record) you can use either Y or 1 as the value in your source data to indicate that the checkbox should be ticked. If you don't want a checkbox to contain a tick, use either N or 0 in your source data.
- Currencies - when importing currencies, your source data should not include commas to separate the thousands, nor should it include a currency symbol. For example, if you want to import a cell showing £1 million, make sure your source data is entered as 1000000 and not as £1000000 or 1,000,000 or £1,000,000.
To show the currency type you should include a column that reflects the three-character code that is used within Workbooks for the currency. For example, the code for Sterling is GBP, for Euros is EUR and for American Dollars is USD. A full list of the currencies supported by Workbooks is available to System Administrators within the Configuration area.
- Tax Code - if you're importing records that require a tax code, such as Products, you should include a column containing the appropriate tax code for the Tax Regime under which your Own Organisation operates. For example, the Workbooks tax code for Standard Rate VAT in the UK is S-GB. A full list of the codes and their description is available to System Administrators within the Accounting section of the Configuration area.
Once you're happy that your data is in good shape you can use the Workbooks Import Wizard to help guide you through the steps required to complete your import.