RCDchannel Support Wiki

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.

====== Partner Bulk Import Page ======
==== Contacts: ====

Steps to import new contacts:
  - Download this template {{:help:admin:contact-import.xls|}}
  - Fill in the information needed.
  - Upload the excel file.
  - Review the preview screen for the import results. It will display the incoming contacts and there statuses should you proceed with the import.
    * Statuses: Will be Imported, Will be Held, Will be Skipped.
  - If the import looks correct, then click on proceed. Otherwise, you have the option to click back to reattempt your upload.

If there is data in the status of **Will be held**, you will have the ability to choose **Manage held contacts** to manually assign to partner and locations.

===Manage Held Contacts===
Should imported contact data be held, at some point you will need to manually assign it. To do this, you would:
  - click on **Partners > Bulk Import/Export > Imports > Manage Held Contacts**
  - select **Manage Held Contacts**
  - select and show the batch file of the held contacts you wish to assign
  - check off the contact, choose the partner from the dropdown, and click proceed.

==== Salesforce Import: ====

  * Click Here [[/salesforce.com_integration]]

====Mini-FAQ====
  * **I tried to upload some new contacts, but they are being held due to 'Invalid Partner Location'?** The Partner Contact Bulk Import assumes that there is an already set up partner and location. Should a match not be made, the application 'holds' the uploaded data so you can associate it to an account at a later time.

RCDchannel Support Wiki

User Tools

Site Tools

Page Tools