Download pdf - Importing data into HyperTeam CRM

Importing Data into

HyperTeam CRM

www.sharepoint-florida.comCRM homepage Export/Import

Click on the

Export/Import icon to

open the import

function of your CRM

www.sharepoint-florida.comImport templates

Step 1: Locate the import templates

by selecting the “Import Templates”

tab from the menu

When importing data to your CRM, we strongly recommend using the import templates


Step 2: Select the appropriate

template from the list

This template will then

automatically download

Best Practice

For your initial data upload, please begin with

the Account Import Template


Step 3: Open the template and

fill in the columns

Once saved to your computer,

this information can be

uploaded into your CRM

www.sharepoint-florida.comImport from Excel

Step 1: Upload

information to your CRM

by selecting the “Import”

tab from the menu


Step 2: Select the file you

would like to import


Step 4: Pick a category – this

is where your imported

information will appear in

the CRM


Step 5: Select an

import type – this

is how the system

will recognize your

information

Initial data upload Name based import

Data maintenance Id based import

Best Practice


Step 6: Make sure “Create

new accounts” is checked if

you want accounts to be

created at the time of import

www.sharepoint-florida.comRecently imported

Select this tab to see

all of your recently

imported excel files