Welcome to the Knowledge Base
Introduction
- Using the Knowledge Base
- Editions & Licensing
  - Renewing Licences
- Workflow
  - Queues
- Logging In
Training
- Training Videos
- Training Courses
Getting Started
- Supported browsers
- Introduction
- Desktop
  - Tips & Tricks on the Desktop
  - Welcome Messages & Bulletins
- Records
- Landing Pages
- Workbooks on Mobiles and Tablets
Preferences
- Introduction to Preferences
- Setting your Preferences
  - Email Accounts
  - Notifications & Reminders
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
- Case Portal
  - Installation
  - Using the Case Portal
    - Case Updates - Public & Private Activities
    - Inviting a Person to the Case Portal
Email
- Introduction to Email
- Working With Emails
- Email Signatures
- Sending Bulk Email
- Common Email Errors
- Email Integrations
- 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
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
  - Creating Mailing Lists
- Products
- Mailshots
  - Creating a Mailshot
- Upload Library
  - Using the Upload Library
- Templates
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- Spotler Integration
Opportunities
- Introduction to Opportunities
- Displaying & Adding Opportunities
- Opportunity Line Items
- Opportunity Relationships
Integrations
- Mapping
- Electronic Signing Tools
  - Docusign Integration
  - Adobe Sign Integration
- Creditsafe Integration
- Zapier
- Email Integrations
- Event & Webinar Integration Tools
  - GoToWebinar
  - ON24
- Microsoft Office
- Outreach
- Scribe/Workbooks Connector
- RingCentral
People & Organisations
- Introduction to People & Organisations
- Organisations
  - Displaying & Adding Organisations
  - Customers & Suppliers
- People
  - Displaying & Adding People
  - Adding People to Outlook
- Relationships
- De-duplication and Merge
- Using Postcode Lookup
- Data Enrichment
  - Introduction to Data Enrichment
  - Setting up Data Enrichment
Snippets
Reporting
- Introduction to Reporting
  - Creating Reports
  - Sharing Reports
- Using Reports
- Charts
  - Creating & Using Charts
- Exporting Reports
  - Emailing Scheduled Reports
- Advanced Reporting
Dashboards
- Adding Elements to Dashboards
  - Configuring Dashboard Elements
- Dashboard Views
- Dashboard Fields
- Creating a Sales Dashboard
- Springboard
- Adding a Dashboard as a Record Tab
Okta Authentication
Transaction Documents
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
  - Displaying & Adding Contracts
  - Using Contracts with Cases
- Sagelink
Auditing
- Auditing
Configuration
- Introduction to System Administration
  - Quick Start Wizard
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
Contact Support
- Contacting Workbooks Support
- Workbooks CRM Advisory Packs
- Introduction to the Administrator Service
Releases & Roadmap
- Roadmap
- 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

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.

Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Import Requirements

Record Type

Compulsory Fields

Can also Import

Related content

Introduction to Importing

Preparing your Import Data

Workbooks Import Wizard