Import Accounts - Revision history

Dina at 08:31, 8 July 2020

2020-07-08T08:31:53Z

Dina at 16:08, 21 March 2020

2020-03-21T16:08:05Z

← Older revision		Revision as of 16:08, 21 March 2020
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	*[[Accounts]]		*[[Accounts]]
	*[[Employees\|Employees]]		*[[Employees\|Employees]]
	*[[~~Commit-~~Outlook Sync \| CommitCRM-Outlook Sync]]		*[[Outlook Sync \| CommitCRM-Outlook Sync]]
	*[[Charges#Charging_Using_Taxes\|Charging Using Taxes]]		*[[Charges#Charging_Using_Taxes\|Charging Using Taxes]]
	*[[Backup_and_Restore_FAQ\|Backup & Restore FAQ]]		*[[Backup_and_Restore_FAQ\|Backup & Restore FAQ]]

	[[Category:Import and Export]]		[[Category:Import and Export]]

Dina: /* Importing from Outlook */

2020-03-21T16:07:25Z

Importing from Outlook

← Older revision		Revision as of 16:07, 21 March 2020
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	==Importing from Outlook==		==Importing from Outlook==
	You may choose to import Contacts from Outlook into CommitCRM Accounts. This can be done using the CommitCRM Import utility. <u>Note</u> that importing records is a one-way data transfer from Outlook into CommitCRM. Alternatively you can use the two-way [[~~Commit-~~Outlook Sync \| CommitCRM-Outlook Sync]], which allows you to perform a two-ways synchronization between CommitCRM Accounts and Outlook Contacts.		You may choose to import Contacts from Outlook into CommitCRM Accounts. This can be done using the CommitCRM Import utility. <u>Note</u> that importing records is a one-way data transfer from Outlook into CommitCRM. Alternatively you can use the two-way [[Outlook Sync \| CommitCRM-Outlook Sync]], which allows you to perform a two-ways synchronization between CommitCRM Accounts and Outlook Contacts.

	When not using the [[~~Commit-~~Outlook Sync \| CommitCRM-Outlook Sync]] option, you can import Accounts from Outlook in the following way:		When not using the [[Outlook Sync \| CommitCRM-Outlook Sync]] option, you can import Accounts from Outlook in the following way:

	#Go to '''Accounts window > Tools > Import Data''', and select MS Outlook as the type of file to be imported.		#Go to '''Accounts window > Tools > Import Data''', and select MS Outlook as the type of file to be imported.

Robert at 13:00, 29 August 2013

2013-08-29T13:00:03Z

← Older revision		Revision as of 13:00, 29 August 2013
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	* Imported from Excel® files, CSV files, Outlook® contacts, QuickBooks® and others.		* Imported from Excel® files, CSV files, Outlook® contacts, QuickBooks® and others.
	* Imported (or synchronized) from Outlook.		* Imported (or synchronized) from Outlook.
	* When the ~~Commit~~-QuickBooks Link is in use, Accounts can be synchronized between CommitCRM and QuickBooks.		* When the CommitCRM-QuickBooks Link is in use, Accounts can be synchronized between CommitCRM and QuickBooks.


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	==Importing from Outlook==		==Importing from Outlook==
	You may choose to import Contacts from Outlook into CommitCRM Accounts. This can be done using the CommitCRM Import utility. <u>Note</u> that importing records is a one-way data transfer from Outlook into CommitCRM. Alternatively you can use the two-way [[Commit-Outlook Sync]], which allows you to perform a two-ways synchronization between CommitCRM Accounts and Outlook Contacts.		You may choose to import Contacts from Outlook into CommitCRM Accounts. This can be done using the CommitCRM Import utility. <u>Note</u> that importing records is a one-way data transfer from Outlook into CommitCRM. Alternatively you can use the two-way [[Commit-Outlook Sync \| CommitCRM-Outlook Sync]], which allows you to perform a two-ways synchronization between CommitCRM Accounts and Outlook Contacts.

	When not using the [[Commit-Outlook Sync]] option, you can import Accounts from Outlook in the following way:		When not using the [[Commit-Outlook Sync \| CommitCRM-Outlook Sync]] option, you can import Accounts from Outlook in the following way:

	#Go to '''Accounts window > Tools > Import Data''', and select MS Outlook as the type of file to be imported.		#Go to '''Accounts window > Tools > Import Data''', and select MS Outlook as the type of file to be imported.
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	*[[Accounts]]		*[[Accounts]]
	*[[Employees\|Employees]]		*[[Employees\|Employees]]
	*[[Commit-Outlook Sync]]		*[[Commit-Outlook Sync \| CommitCRM-Outlook Sync]]
	*[[Charges#Charging_Using_Taxes\|Charging Using Taxes]]		*[[Charges#Charging_Using_Taxes\|Charging Using Taxes]]
	*[[Backup_and_Restore_FAQ\|Backup & Restore FAQ]]		*[[Backup_and_Restore_FAQ\|Backup & Restore FAQ]]

	[[Category:Import and Export]]		[[Category:Import and Export]]

Sheli: /* Importing Secondary Contacts */

2012-03-27T20:29:15Z

Importing Secondary Contacts

← Older revision		Revision as of 20:29, 27 March 2012
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	# Create a separate Excel or CSV file per Account, containing the contacts details.		# Create a separate Excel or CSV file per Account, containing the contacts details.
	# Per Account, open the Account details window, go to Contacts Tab > right click the list > select ''Import Secondary Contacts''.		# Per Account, open the Account details window, go to Contacts Tab > right click the list > select ''Import Secondary Contacts''.
			# Match the fields in the file to the equivalent Contact fields.
			# All Secondary Contacts will be created under this Account.
			<br>

	==Importing from Outlook==		==Importing from Outlook==

Sheli: /* Importing Accounts from Excel/CSV/Text Files */

2012-03-27T20:28:04Z

Importing Accounts from Excel/CSV/Text Files

← Older revision		Revision as of 20:28, 27 March 2012
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	#Your Accounts will now be imported.		#Your Accounts will now be imported.
	<br>		<br>

			===Importing Secondary Contacts===
			Importing Secondary Contacts can be done for one Account at a time.

			To import Secondary Contacts:
			# Create a separate Excel or CSV file per Account, containing the contacts details.
			# Per Account, open the Account details window, go to Contacts Tab > right click the list > select ''Import Secondary Contacts''.

	==Importing from Outlook==		==Importing from Outlook==

Sheli: /* Before Importing Accounts */

2010-07-26T18:10:09Z

Before Importing Accounts

← Older revision		Revision as of 18:10, 26 July 2010
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	* '''Avoid Duplicate Accounts''' - When importing Accounts from multiple sources, such as QuickBooks®, Outlook®, or Excel, it is important to first create a link between parallel records in QuickBooks and Outlook, so that duplicate records will not be created, and the correct records will be synced		* '''Avoid Duplicate Accounts''' - When importing Accounts from multiple sources, such as QuickBooks®, Outlook®, or Excel, it is important to first create a link between parallel records in QuickBooks and Outlook, so that duplicate records will not be created, and the correct records will be synced. See more details in [[Import_Accounts#How_to_Avoid_Duplicate_Accounts\|How to Avoid Duplicate Accounts]].

Reno at 19:55, 27 October 2009

2009-10-27T19:55:42Z

← Older revision		Revision as of 19:55, 27 October 2009
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	*[[Syncing Accounts with Outlook]]		*[[Syncing Accounts with Outlook]]
	*[[Custom Pricing]]		*[[Custom Pricing]]
			*[[Accounts]]
			*[[Employees\|Employees]]
			*[[Commit-Outlook Sync]]
			*[[Charges#Charging_Using_Taxes\|Charging Using Taxes]]
			*[[Backup_and_Restore_FAQ\|Backup & Restore FAQ]]

	[[Category:Import and Export]]		[[Category:Import and Export]]

Reno: /* Before Importing Accounts */

2009-10-27T19:45:58Z

Before Importing Accounts

← Older revision		Revision as of 19:45, 27 October 2009
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	Before you import your Accounts for the first time, we recommend that you go over the following checklist to make sure you perform the import in the most efficient way:		Before you import your Accounts for the first time, we recommend that you go over the following checklist to make sure you perform the import in the most efficient way:

	* Taxes – using Taxes in CommitCRM is optional. If you plan on using Taxes within CommitCRM, this requires defining the relevant Tax code per Account. Before importing Accounts, you can define the default Tax Code which should be used for newly created accounts, to make sure all imported Accounts will already have the correct Tax code defined for them. [[Charges#Charging_Using_Taxes\|Click here]] to learn more about using Taxes within CommitCRM, and defining the default Tax Code for Accounts.		* '''Taxes''' – using Taxes in CommitCRM is optional. If you plan on using Taxes within CommitCRM, this requires defining the relevant Tax code per Account. Before importing Accounts, you can define the default Tax Code which should be used for newly created accounts, to make sure all imported Accounts will already have the correct Tax code defined for them. [[Charges#Charging_Using_Taxes\|Click here]] to learn more about using Taxes within CommitCRM, and defining the default Tax Code for Accounts.


	* Avoid Duplicate Accounts - When importing Accounts from multiple sources, such as QuickBooks®, Outlook®, or Excel, it is important to first create a link between parallel records in QuickBooks and Outlook, so that duplicate records will not be created, and the correct records will be synced		* '''Avoid Duplicate Accounts''' - When importing Accounts from multiple sources, such as QuickBooks®, Outlook®, or Excel, it is important to first create a link between parallel records in QuickBooks and Outlook, so that duplicate records will not be created, and the correct records will be synced


	* ~~Backup~~ your database – it is very important to backup your data before performing any imports. This will assure that you can undo the import if needed very easily. [[Backup_and_Restore_FAQ\|Click here]] for more details about performing a backup to your database.		* '''backup your database''' – it is very important to backup your data before performing any imports. This will assure that you can undo the import if needed very easily. [[Backup_and_Restore_FAQ\|Click here]] for more details about performing a backup to your database.
	<br>		<br>

Reno: /* Before Importing Accounts */

2009-10-27T19:45:29Z

Before Importing Accounts

← Older revision		Revision as of 19:45, 27 October 2009
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	* Taxes – using Taxes in CommitCRM is optional. If you plan on using Taxes within CommitCRM, this requires defining the relevant Tax code per Account. Before importing Accounts, you can define the default Tax Code which should be used for newly created accounts, to make sure all imported Accounts will already have the correct Tax code defined for them. [[Charges#Charging_Using_Taxes\|Click here]] to learn more about using Taxes within CommitCRM, and defining the default Tax Code for Accounts.		* Taxes – using Taxes in CommitCRM is optional. If you plan on using Taxes within CommitCRM, this requires defining the relevant Tax code per Account. Before importing Accounts, you can define the default Tax Code which should be used for newly created accounts, to make sure all imported Accounts will already have the correct Tax code defined for them. [[Charges#Charging_Using_Taxes\|Click here]] to learn more about using Taxes within CommitCRM, and defining the default Tax Code for Accounts.


	* Avoid Duplicate Accounts - When importing Accounts from multiple sources, such as QuickBooks®, Outlook®, or Excel, it is important to first create a link between parallel records in QuickBooks and Outlook, so that duplicate records will not be created, and the correct records will be synced		* Avoid Duplicate Accounts - When importing Accounts from multiple sources, such as QuickBooks®, Outlook®, or Excel, it is important to first create a link between parallel records in QuickBooks and Outlook, so that duplicate records will not be created, and the correct records will be synced


	* Backup your database – it is very important to backup your data before performing any imports. This will assure that you can undo the import if needed very easily. [[Backup_and_Restore_FAQ\|Click here]] for more details about performing a backup to your database.		* Backup your database – it is very important to backup your data before performing any imports. This will assure that you can undo the import if needed very easily. [[Backup_and_Restore_FAQ\|Click here]] for more details about performing a backup to your database.

← Older revision		Revision as of 08:31, 8 July 2020
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	{{importandexport}}		{{importandexport}}
	==Introduction==		==Introduction==
	[[Accounts]] in ~~CommitCRM~~ help you manage all of your contact information. You can create Accounts for your customers, vendors, [[Employees\|employees]] and more. Accounts can be imported into ~~CommitCRM~~ from various data sources:		[[Accounts]] in RangerMSP help you manage all of your contact information. You can create Accounts for your customers, vendors, [[Employees\|employees]] and more. Accounts can be imported into RangerMSP from various data sources:
	* Imported from Excel® files, CSV files, Outlook® contacts, QuickBooks® and others.		* Imported from Excel® files, CSV files, Outlook® contacts, QuickBooks® and others.
	* Imported (or synchronized) from Outlook.		* Imported (or synchronized) from Outlook.
	* When the ~~CommitCRM~~-QuickBooks Link is in use, Accounts can be synchronized between ~~CommitCRM~~ and QuickBooks.		* When the RangerMSP-QuickBooks Link is in use, Accounts can be synchronized between RangerMSP and QuickBooks.


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	Before you import your Accounts for the first time, we recommend that you go over the following checklist to make sure you perform the import in the most efficient way:		Before you import your Accounts for the first time, we recommend that you go over the following checklist to make sure you perform the import in the most efficient way:

	* '''Taxes''' – using Taxes in ~~CommitCRM~~ is optional. If you plan on using Taxes within ~~CommitCRM~~, this requires defining the relevant Tax code per Account. Before importing Accounts, you can define the default Tax Code which should be used for newly created accounts, to make sure all imported Accounts will already have the correct Tax code defined for them. [[Charges#Charging_Using_Taxes\|Click here]] to learn more about using Taxes within ~~CommitCRM~~, and defining the default Tax Code for Accounts.		* '''Taxes''' – using Taxes in RangerMSP is optional. If you plan on using Taxes within RangerMSP, this requires defining the relevant Tax code per Account. Before importing Accounts, you can define the default Tax Code which should be used for newly created accounts, to make sure all imported Accounts will already have the correct Tax code defined for them. [[Charges#Charging_Using_Taxes\|Click here]] to learn more about using Taxes within RangerMSP, and defining the default Tax Code for Accounts.


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	==Importing Accounts from Excel/CSV/Text Files==		==Importing Accounts from Excel/CSV/Text Files==
	You can import Accounts and Account information (such as phone numbers and addresses) into ~~CommitCRM~~ from almost any data source that you may have, including Excel sheets, and exported files from any account software, etc.		You can import Accounts and Account information (such as phone numbers and addresses) into RangerMSP from almost any data source that you may have, including Excel sheets, and exported files from any account software, etc.

	To import Accounts from any data source:		To import Accounts from any data source:
	#On the Main menu go to '''Tools > Import and Export > Import Accounts''', and select the type of file to be imported (MS Excel®, Text (CSV), MS Outlook®, MS Outlook Express®, Database, Paradox tables) .		#On the Main menu go to '''Tools > Import and Export > Import Accounts''', and select the type of file to be imported (MS Excel®, Text (CSV), MS Outlook®, MS Outlook Express®, Database, Paradox tables) .
	#You will then be guided through the process of matching the fields from the imported file to fields within ~~CommitCRM~~.		#You will then be guided through the process of matching the fields from the imported file to fields within RangerMSP.
	#Your Accounts will now be imported.		#Your Accounts will now be imported.
	<br>		<br>
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	==Importing from Outlook==		==Importing from Outlook==
	You may choose to import Contacts from Outlook into ~~CommitCRM~~ Accounts. This can be done using the ~~CommitCRM~~ Import utility. <u>Note</u> that importing records is a one-way data transfer from Outlook into ~~CommitCRM~~. Alternatively you can use the two-way [[Outlook Sync \| ~~CommitCRM~~-Outlook Sync]], which allows you to perform a two-ways synchronization between ~~CommitCRM~~ Accounts and Outlook Contacts.		You may choose to import Contacts from Outlook into RangerMSP Accounts. This can be done using the RangerMSP Import utility. <u>Note</u> that importing records is a one-way data transfer from Outlook into RangerMSP. Alternatively you can use the two-way [[Outlook Sync \| RangerMSP-Outlook Sync]], which allows you to perform a two-ways synchronization between RangerMSP Accounts and Outlook Contacts.

	When not using the [[Outlook Sync \| ~~CommitCRM~~-Outlook Sync]] option, you can import Accounts from Outlook in the following way:		When not using the [[Outlook Sync \| RangerMSP-Outlook Sync]] option, you can import Accounts from Outlook in the following way:

	#Go to '''Accounts window > Tools > Import Data''', and select MS Outlook as the type of file to be imported.		#Go to '''Accounts window > Tools > Import Data''', and select MS Outlook as the type of file to be imported.
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	#Click Import.		#Click Import.

	The contact records from Outlook are now imported into Accounts in ~~CommitCRM~~.		The contact records from Outlook are now imported into Accounts in RangerMSP.

	==How to Avoid Duplicate Accounts==		==How to Avoid Duplicate Accounts==
	When importing Accounts from multiple sources, such as QuickBooks®, Outlook®, or Excel, it is important to first create a link between parallel records in QuickBooks and Outlook, so that duplicate records will not be created, and the correct records will be synced.		When importing Accounts from multiple sources, such as QuickBooks®, Outlook®, or Excel, it is important to first create a link between parallel records in QuickBooks and Outlook, so that duplicate records will not be created, and the correct records will be synced.

	If you have all your customers in QuickBooks and Outlook, it is easiest to first synchronize your ~~CommitCRM~~ Accounts with your Outlook contacts. Then, when you need to create an Invoice for an Account, link the Account with the QuickBooks record.		If you have all your customers in QuickBooks and Outlook, it is easiest to first synchronize your RangerMSP Accounts with your Outlook contacts. Then, when you need to create an Invoice for an Account, link the Account with the QuickBooks record.
	There are two ways you can link ~~CommitCRM~~ Accounts with QuickBooks customers:		There are two ways you can link RangerMSP Accounts with QuickBooks customers:

	#Click the QB icon in the tool bar when the Account is selected, and select the Link Account to QuickBooks Customer/Job/Vendor Record option. This will allow you to select the customer in QuickBooks and create the link between them so that the system will know which customer the Invoice is for when creating an Invoice from within ~~CommitCRM~~.		#Click the QB icon in the tool bar when the Account is selected, and select the Link Account to QuickBooks Customer/Job/Vendor Record option. This will allow you to select the customer in QuickBooks and create the link between them so that the system will know which customer the Invoice is for when creating an Invoice from within RangerMSP.
	#Create the links on-demand: If a ~~CommitCRM~~ Account is not yet linked to any QuickBooks customers, you will be asked to link it when you prepare its first invoice		#Create the links on-demand: If a RangerMSP Account is not yet linked to any QuickBooks customers, you will be asked to link it when you prepare its first invoice

	In case you prefer to import from other sources first, and then link the existing Accounts with Outlook records, this can be done using the 'Link Account to Outlook Contact' option. Click here for more details.		In case you prefer to import from other sources first, and then link the existing Accounts with Outlook records, this can be done using the 'Link Account to Outlook Contact' option. Click here for more details.
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	*[[Accounts]]		*[[Accounts]]
	*[[Employees\|Employees]]		*[[Employees\|Employees]]
	*[[Outlook Sync \| ~~CommitCRM~~-Outlook Sync]]		*[[Outlook Sync \| RangerMSP-Outlook Sync]]
	*[[Charges#Charging_Using_Taxes\|Charging Using Taxes]]		*[[Charges#Charging_Using_Taxes\|Charging Using Taxes]]
	*[[Backup_and_Restore_FAQ\|Backup & Restore FAQ]]		*[[Backup_and_Restore_FAQ\|Backup & Restore FAQ]]

	[[Category:Import and Export]]		[[Category:Import and Export]]