10 Days Challenge–Tip #3

Importing bulk data into CRM, whether on the initial load, or subsequent Lead loads or what not, can become a daunting task. In most cases people will use Excel to manage the data, and save to .csv for CRM import. Here comes the fun part. I’ve had multiple situations where Excel specific cell formatting can create issues in the .csv file. Always remove all formatting before exporting to .csv


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

A WordPress.com Website.

Up ↑

%d bloggers like this: