Efficiently migrate data into Maximizer CRM with confidence and accuracy. This comprehensive class covers all aspects of data importing, from file preparation through mapping and validation. Administrators will learn to handle complex import scenarios and troubleshoot common issues.

Agenda:

• Preparing import files: formatting dates, phone numbers, and names
• Handling number columns and data validation
• Understanding importable record types: Companies, Contacts, Households, Accounts, Client Service Cases
• Import Actions: adding new records vs. updating existing records
• Configuring “add only new records” and “update only existing records” options
• Managing duplicate record scenarios and update preferences
• Field mapping for different entry types
• Understanding Field Actions and Field Formats
• Creating and saving import templates for reuse
• Testing imports with small data sets
• Common import failures and troubleshooting techniques
• Import validation and data quality assurance
• Post-import cleanup and verification procedures

Time:

120 minutes, with time for questions

Class Code: FSE-305

Class Type: Administrator Training Class