Customer Relationship Management 6.7
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Administration Guide
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Data Management
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Generic Data Import
Generic Data Import
For your business generation requirements, you may want to import information from various external sources into the system databases. For example, you may purchase a database from a vendor that contains information on various projects or prospects and would like to integrate it into the system database. Importing such information may be crucial to your organization and instrumental in increasing profitability.
The Generic Data Import (GDI) option provides you with powerful functionality to not only import strategic information into databases, but to also specify your data import preferences. You can access this option from Generic Data Import.
Using GDI, you can:
• Set default field values to store in tables while importing data.
• Map fields.
• Import the specified data into tables.
• Specify additional details for importing data.