Sugar’s Import Wizard is a quick and easy way to create or update many records at once via a .csv file upload. The import tool can be used to add a list of new customers or leads to the database, update existing data, migrate from a previous CRM system, or for any process that requires manipulating many records at once.
We will show you
- how to effectively and efficiently use the Import Wizard
- understand its’ import guidelines
- things to look out for when updating vs creating records
- how to best import into dropdown and multi-select fields
- the in’s-and-out’s of relating records during imports
This training session is suitable for anyone planning to mass-create or -update data in Sugar or for those planning a data migration from another CRM solution via .csv files.