Notes

  • New button in CRM>Users list
  • Handles standard fields and CFS
  • Not yet support for SZ - Next week
  • Not yet support for EM Lists - Need to investigate

Basic (no CFS)

'Prepare' tab:

  • Download import template - This will also export all existing data (can split this out into separate button later)
  • Update/add data in CSV - Do no edit any column headers (will be checked on import)

'Start Import' tab:

  • Select CSV file you've been editing
  • You'll see a few rows of your import as a preview
  • Click 'Import Data' to start the import process
  • Should get success notification in top left noting how many users were imported

Advanced (with CFS)

*First must have created Custom Field Sets*

'Prepare' tab:

  • Select the Custom Field Sets you wish to import
  • Download import template - Either empty or populated
  • Update/add data in CSV - Do no edit any column headers (will be checked on import) or the 'CFS Reference' column

'Start Import' tab:

  • Select CSV file you've been editing
  • You'll see a few rows of your import as a preview
  • Click 'Import Data' to start the import process
  • Should get success notification in top left noting how many users were imported
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