This tool allows an organization to import Accounts from a Excel file into your Synergy database.
This functionality is perfect to use when you attend a trade show or gather mailing lists from other sources and wish to add this new or updated information into Synergy.
An Excel spreadsheet is created with data on these new Accounts. This spreadsheet includes the fields that can be selected for the metadata to be stored properly within each account.
A mapping of data from the database and the Excel spreadsheet is used.
When imported into Synergy using these fields, new accounts will be created. Accounts already in Synergy may be updated with new information, if desired.
Accounts can be imported by a System Administrator or other Resources that have the rights for this importing process. Templates can be built to allow similar Excel sheets to be uploaded without re-mapping of fields.
Standard Account free fields and GLM System’s free fields may be used within the importing process.