Welcome to the Knowledge Base
Introduction
- Introduction to Workbooks
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
  - Login Protection
Training
- Training Videos
  - API Training Videos
- Training Courses
- Online CRM Success Clinics
  - Previous Success Clinics
- Workbooks Webinars
Desktop Environment
- Supported browsers
- Introduction
- Desktop
  - Setting up and configuring the Modern Theme
  - Tips & Tricks on the Desktop
- Records
- Landing Pages
  - Bulk Actions
  - Customising Views
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
Activities
- Introduction to Activities
- Using Activities
  - Meetings
    - Integrating Workbooks and Google Calendar
      - Installing and Managing Workbooks and Google Calendar Integration
      - Synchronising your Google Calendar with Workbooks
  - Follow-on Activities
Cases
- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
Email
- Introduction to Email
- Working With Emails
- Email Signatures
- Email Dropbox
- Sending Bulk Email
- Common Email Errors
- Mailing Lists
Forecasts & Quotas
- Introduction to Forecasts & Quotas
- Sales Forecasts
  - Adjusting Forecasts
  - Included Forecasts
- Sales Quotas
Importing Data
- Introduction to Importing
- Preparing your Import Data
  - Import Templates
  - Compulsory fields for Import
- Workbooks Import Wizard
- Managing your Imports
  - Undoing an Import
Leads
- Introduction to Leads
- Displaying & Adding Leads
- Converting Leads
Marketing
- Mailing Lists
  - Creating Mailing Lists
- Mailshots
  - Creating a Mailshot
- Marketing Campaigns
- Products
- Upload Library
  - Using the Upload Library
- Templates
- Workbooks Web Insights
- Using HubSpot with Workbooks
GatorMail Integration
- Setting up the Integration
- Sending Mailshots using GatorMail
  - Creating a GatorMail Mailshot without a Marketing Campaign
- GatorForms
- GatorMail Domain Setup
- GatorMail Field Mappings
- GatorMail Hard Bounces
- Setting up GatorMail Workflows
  - Triggered Mailshots
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
People & Organisations
- Introduction to People & Organisations
- People
  - Displaying & Adding People
  - Adding People to Outlook
- Organisations
  - Displaying & Adding Organisations
  - Customers & Suppliers
- Relationships
- De-duplication and Merge
- Using PCA Predict
Reporting
- Introduction to Reporting
- Displaying Reports
  - Reporting Views (Reports on Landing Pages)
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
  - Using Calculated Criteria
- Dashboards
  - Displaying & Adding Dashboards
- Charts
  - Creating Charts
- Displaying reports within Record Views
- Audit Reporting
Compliance Record
- Introduction to Compliance Records
- Enabling Compliance Records
- Creating Compliance Records
- Using Compliance Records
Data Enrichment
- Introduction to Data Enrichment
- Setting up Data Enrichment
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
- Sagelink
Adobe Sign Integration
- Introduction to Adobe Sign
- Installing the Integration
- Using the Adobe Sign Integration
Mapping
- Introduction to the Mapping Module
- Using the Mapping Module
- Changing the size/colour of Map Pins
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
- Setting up Zaps
- Multistep Zaps
Outlook Connector
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
Exchange Server Sync
- Synchronising Tasks & Meetings
- Synchronising People & Contacts
- Synchronising Emails
- Setting up the WESS
- WESS Troubleshooting
Workbooks Mobile Client
- Modern UI on Mobile/Tablet
- Workbooks Mobile Client
- Using the Mobile App
- Other Information
Auditing
- Auditing
Configuration
- Introduction to System Administration
  - Quick Start Wizard
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
  - Creating & Modifying Picklists
  - Record Types
- Automation
- PDF Configuration
Releases & Roadmap
- Roadmap
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- September 2015 Release
- May 2015 Release
- January 2015 Release
- May 2018 Release
Workbooks Glossary
- Workbooks Glossary
Contact Support
- Contacting Workbooks Support
- Workbooks CRM Advisory Packs
- Introduction to the Administrator Service

Import Requirements

When importing new records there are certain fields that are compulsory. If you don't populate these fields your import will fail. The fields required differ according to the type of records you're importing. The table below shows which fields are mandatory for which records. Take some time to check that the data you're importing contains the necessary fields. The table also shows which record types can be imported at the same time as the main record type.

Record Type	Compulsory Fields	Can also Import
People	Person Name	Contact Details Employer Activities Notes Campaign Membership
Organisations	Organisation Name	Contact Details Notes Campaign Membership
Activities - Tasks	Priority Status Type Subject and, if the Status is 'Complete' you must also include the Completed Date	Related Cases Related People Related Organisations Related Opportunities
Activities - Meetings	Priority Status Subject Start End	Related Cases Related People Related Organisations Related Opportunities
Cases	Priority Summary	Activities Notes
Sales Leads	Person or Organisation Name	Campaign Membership Notes Activities
Opportunities	Opportunity Name Close Date	Related People Activities Related Document Related Organisation Opportunity Line Items Notes
Quotations	Customer Customer Quotation Date Customer Quotation Name Document Currency Own Organisation Status	Notes Related People Activities Related Documents Related Organisation Quotation Line Items
Customer Orders	Accounting Period Customer Customer Order Date Customer Order Name Document Currency Own Organisation Status	Related People Activities Related Documents Related Organisations Notes Customer Order Line Items
Invoices	Accounting Period Customer Document Currency Invoice Date Invoice Name Own Organisation Status Tax point date	Related People Activities Related Documents Related Organisations Notes Invoice Line Items
Credit Notes	Accounting Period Customer Customer Credit Note Date Customer Credit Note Name Document Currency Own Organisation Status Tax point date	Notes Related People Activities Related Documents Related Organisations Credit Note Line Items
Supplier Orders	Accounting Period Document Currency Own Organisation Status Supplier Supplier Order Date Supplier Order Name	Notes Related People Activities Related Documents Related Organisations Supplier Order Line Items
Contracts	Description (contract name) Accounting Period Contract Start Date Contract End Date Customer Own Organisation Tax Point Date (There isn't a visible Tax Point Date on a Contract record but it is used to identify the prevailing sales tax rates to be applied. We suggest you map this to the Customer Contract Date which may, or may not be the same date as the Contract Start Date.) Status* and, if you want to import the document with a Status of Posted, Sales Tax Code	Contract Line Items Related Organisations Related People Notes
Notes	Subject Person or Organisation Name	Cannot be extended to include other record types
Products	Product Code Description	Pricing Schemes Supply Schemes
Pricing Schemes	Name Product	Cannot be extended to include other record types
Supply Schemes	Product Name Supplier	Cannot be extended to include other record types
Marketing Campaigns	Campaign name	Campaign Status Notes
People Campaign Membership	Campaign Campaign Status Person	Cannot be extended to include other record types
Sales Leads Campaign Membership	Campaign Campaign Status Sales Lead	Cannot be extended to include other record types
Organisation Campaign Membership	Campaign Campaign Status Organisation	Cannot be extended to include other record types

NOTE: When importing Contracts the Status should be DRAFT, POSTED, SUSPENDED or CLOSED. (Note, these must be in capitals.) When the Contracts have been imported, Posted ones will show as ACTIVE or INACTIVE, which is derived from the start and end dates of the contract relative to the current date.