Guide for Importing- Step by step guide to importing records into the various modules of Vantage CRM.
Import Templates - These templates list all standard fields in the application without custom fields and pick lists. On the first page of the template you will find available fields, on the second page you will find picklist values for the available picklists. Picklist values must be entered exactly as they appear in the application to be imported successfully into the application If you have customized your site by adding additional fields or editing field values within standard picklists the templates below will not provide all fields within your application. To create your own import templates, start by selecting the export button on the intended module.
**Read Administrators guide for importing prior to importing records to the application