In this video, we will walk you through the steps to import new data into Engage with an Excel file.
It will show you how to create new Families, and includes the following topics:
1. Download Template
2. Upload Template
3. View your new data
Transcript of the Video
In this video, I'm going to show you how to import net new records into Engage. It is possible to import updates to an existing record through Excel. But in this case, we're going to go ahead and create a brand new family records. In this example, I have new families. I want to add to my CRM. So to get to the import, I'm going to go to Settings > Advanced Settings > click Settings > and choose Data Management. And I'm going to look at two different things here.
We've got Templates for Data Import and Imports. So templates for data imports is going to allow you to choose what template you'd like to download. And since I'm updating my families, I'm going to choose my record type as families then I'll click download. This is going to open up a blank template, but it is going to include information in regards to the family record. You can see here, it has the fields that are associated with the family, and also what type of data needs to be included in your spreadsheet.
In this example, primary contact is included as a field. It is a lookup, so that means that the contract already must exist in your CRM to enter this information in bulk. I've gone ahead and filled out my template. I'll go ahead and save that to my desktop and close out the file. Then click on Imports > Import Data. Choose the file or drag and drop it into this window and click next. Here, it's going to ask you a couple of questions.
Do you want to allow duplicates? Click Yes if you want all your records created, regardless if it looks similar to an existing record, otherwise if you click no anything that looks similar to an existing record will kick out as failed. We'll be able to take a look at that on an individual basis.
Also, if you haven't chosen an owner for the new record, you can choose in bulk, a specific owner here. Whomever you put in a spreadsheet will trump this, but if you don't put anybody in there, this will be who the new owner for the record is. And then we'll go ahead and click submit and it's let you know that your data has been submitted for import, we can click finish.
You'll see here, the status of your new import, and you can refresh your screen and see where it is in the process. And additional details about this particular import, you can click on the import name in here. You can see more information about the successful Data load or any failures or partial failures that happened.
I'm going to go ahead and close out of this and go back to my CRM. Now that I'm back in my CRM, I can go ahead and refresh the page. And since I know the import was successful, I'll see those new families right here. So through this video, we've learned how to add net new records. We'll have another video on how to update existing records.