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What

This article explains how to import data into Mercury CRM.

NOTE: The instructions in this article can only be carried out by your organisation's System Administrator.

 

Where

Home > Settings > Advanced Settings > Data Management > Imports
 

How

1. Data can be imported into the Mercury CRM so that all user data can be kept in one place. Accounts, Leads, Opportunities, Activities and Cases can be imported, regardless of how the data is stored in spreadsheets or other databases.
To ensure consistency of data, please ensure data is not missing within the file, that it is complete and that all spelling is verified and correct. This ensures consistency and accuracy of data.

NOTE: The maximum file size allowed for importing is 8MB. 

Mercury CRM supports the following file types:

• Excel spreadsheets .xml

• Comma-separated values .csv

• Text .txt

• Excel workbook .xlsx
 

2. The Import Data Wizard can now be run. To do this go to Advanced Settings:



3. Select Data Management > Imports



4. Select Import Data from the top navaigation ribbon:



5. Upload files - Choose a file to upload and an Owner (both are required fields) then click Next.

 


6. Verify that the field and data delimiters are correct. Then click Next. 

NOTE: The default delimiter for fields is a comma (,). The other supported delimiters for fields are colon (:), semicolon (;), and tab character (/t).

Example of a field delimiter: Company Name,Address,City,State

The default delimiter for data is double quotation marks ("). The other supported delimiter for data is the single quotation mark (').

 


7. Click Next. The screen below will appear which is where the Data Import Wizard determines which fields to use for the data:

You can either select Default(Automatic Mapping) if you want the wizard to determine the corresponding fields in Dynamics 365 Customer Engagement (on-premise) automatically. If the wizard can't find a field, you'll have the opportunity to map it yourself.

Or, you can select For Generic Contact and Account Data if your import file contains Contacts and Accounts and that Contacts are the main type of data.



8. Review and finish. Check values, then click Finish. 



9. Navigate back to Imports where you should now see the imported file with a Status Reason of Completed. 

 

END

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