Import
Use the import wizard to import data from external sources such as Excel files, CRM systems, and Contact Managers.
- Select one of the following as the data source:
- Salesforce.com. Select this option if the data file is located in the Salesforce.com database.
- Act!2005. This option is available only for Sugar modules that are mapped to a corresponding module in ACT!2005. Select this option if the data file is located in the Act! 2005 database.
- Microsoft Outlook. This option is available only for Sugar modules that are mapped to a corresponding module in Outlook. Select this option if the data file is located in the Outlook database.
- Comma Delimited File. Select this option if the data file is in .csv format.
- Tab Delimited File. Select this option if the data file is in TSV format.
- Custom Delimited File. Select this option if the data file contains other delimiters such as pipes.
- Click Next to proceed to the next step in the import process.
- In the Select file field, enter the path to the file location; or click Browse to navigate to the file location on your machine.
If the file has a header row, check the Has Header box. Typically, a header row contains column titles such as Name and Address.
- Click Next to proceed to the final step in the import process.
- From the Database Field drop-down list, select the appropriate field in the note, such as Full Name and map it to the row in the imported source file. If you want to ignore a field, select Do not map this field.
- To save the mapping as a custom mapping that you can use repeatedly, select the Save as Custom Mapping checkbox.
- Click Import Now to import the data.
- To import additional data, click Import More.
- To end the task, click Finished.
- If you do not want to save the imported data, click Undo Last Import; You can click Try Again to restart the import process.