Import new persons and changes to existing persons

You can import new persons and changes to existing persons in one go.You can import new persons and changes to existing persons in one go.

Profit checks if the person already exists. You can specify the field that should be checked.

If no existing person meeting the search criteria is found, the action taken depends on the value of the New generation if not found field.

Because this import combines new persons and changes, there are almost no mandatory fields (yellow) in the field list. That makes it possible to import only the key fields (the fields used to check if the person already exists) and the fields that need to be changed. The key fields are not predefined, but can be set in the pre-entry.

Note: 

If you are adding a new person, all fields that are mandatory when adding a new person must be completed. Even if they are not displayed with a yellow background. This refers to the Gender and Last name fields.

To import (new/changes to) persons:

1. Go to: CRM / Management / Import / New person/entry.

   The pre-entry window with the import options is displayed.

2. Set the import options.

   Import Person new/change

   Note: 

   Please refer to Fields for information on the import options so you know what the implications of your selection are!

3. Then proceed with the import using the wizard.