Advice and answers from the Salestrekker Team

Search results for:import data

Data Import

How to import data. Import deals, contacts, notes, tasks… An example of a prepared file: To perform an import, go to Settings > Import Data… If you are importing a sizeable amount of data, our team can offer you assistance with the complete import

Data Import Schema

Column headers for automated field mapping during import… Import templates download DEAL: Deal - Basic Information - Title Deal - Basic Information

Managing imported data

Best practices to handle data migrated to Salestrekker from other CRMs… Where are your deals Usually when we import data from other crms to Salestrekker we create a workflow… to keep all the data (deals)

Managing deals migrated from Baseplate

How to manage data imported to GEM from Baseplate… Where are my clients and their details We can either import clients only or we will import deals… to keep all the data (deals)

Adding Contacts

Adding new contacts in deals. Adding new contacts in contacts. Importing contacts… It is done through Data Import options in Settings. For further details on data import click here… Importing contacts (single and bulk import)

Data Export Feature

How to export data for a single user or entire organisation… These can be linked if required to import elsewhere. Data export does not contain documents… Only the Organisation owner can request data export

Checklist - New Organisation Setup

admin or non-admin Document branding (.docx) - letterhead, logo Advanced: CSV file for Data… Import (Contacts of Deals) Referrers list (*Note* partner portal fee is charged per partner per… Settings > Workflows Add referrers and assign them to users – if this option is chosen Import

Organisation Owner

The organisation owner is also the only account with access to the data Import and Export features… They are the only ones that can export all data from the organisation or import contacts, deals, notes… Data migration

Teamchat Feature

Also there is a Import feature option in the left sidebar of Team Settings which will allow you to import… data from Slack public channels

RP Data Integration

Setting up and using RP Data… Using RP Data… RP Data provides rich property information