Importing Account Growth Projects

1. Go to System Setup and scroll down to the Data Management section, click on Import Account Growth Projects and pick the Account Growth Process you want to import to...
   
   ...OR navigate to your Account Growth section via the menu on the left hand side. Pick what Process you want to see (import to) and click on the more menu (top right)
2. Click on Import
3. Click on Upload a File to Import on the center of the screen and browse to the file you have just created
4. Import Options: Choose to Create New entries, Update Existing, or both
   
5. Click Next
6. Map the Fields by aligning them to their correct names. You will see errors and will be able to work through them in your spreadsheet until you are fully confident that your data is solid and ready to be imported.
7. Click Import, and you're done!

Considerations

It is important to check the spreadsheet itself for duplicates BEFORE you do the import, as Membrain will not check for duplicates on the file itself.

Other considerations are:

• If using a spreadsheet with multiple sheets, Membrain will only use data in the first sheet
• Files must be in XLS format (Excel 97/2000/XP/2003) or XLSX format (Excel 2007)
• Files must be structured with 1 Account Growth Projects per row (this includes imports where Companies have mutliple Account Growth Projects)

Common Problems

Some situations, outlined below can cause problems when importing your data and should be checked before carrying out an import to ensure as clean as possible data is imported.

• Lack of a Account Growth Project name. During a Account Growth Project import Name relates to the Account Growth Project entity itself, NOT the Contact Name or the Company Name, and is a mandatory field that has to be present in all rows
• Lack of a relating Company Name. This is also part of the mandatory data needed for this type of import
• Names of Owners that do not have Full Membrain User Accounts or cells are left empty. Owners are mandatory for all import entries and have to be present and valid in all cells
• Having multiple spreadsheets in the document you want to import. If you're using multiple spreadsheet in the same document, make sure to put the sheet with the data you want to import first in your document before saving/downloading the file. Membrain will always be looking at the first spreadsheet in the file when importing (exception to this rule is in automatic imports where you can pick what spreadsheet to import from regardless of spreadsheet order in file)
  

Mandatory fields when importing Account Growth Projects

Membrain uses certain fields as unique identifiers during the import to avoid creating duplicate records. For Account Growth Projects, the fields below are checked for pre-populated data and if found, the record will be skipped/overwritten or you will be asked how to proceed (based on what you have decided at the beginning of the import)

• Name (of the Account Growth Project - if you have multiple projects relating to the same Company, these names need to be unique)
• Company: Name (of the Account Growth Projects' associated Companies)
• Owner (a Membrain User)
• Starting date
• Closing date (needs to be at least one day after the starting date)
• Status (if status is missing when performing an update import, the import will skip any project that isn’t Open)
  
• (Optional) Additional/other dedupers added under Avanced Settings (see section below)

Advanced Settings & Company Advanced Settings

The default settings are configured to help prevent importing or creating duplicate entries. These defaults can be reconfigured to match your unique data set if necessary. Learn more in Import Advanced Settings (recommended only to be used by advanced users)

Need help?

If you need more information on Advanced Settings, Mapping Fields, Mandatory Data or other import related subjects, please review the Data Import - Fundamentals article before proceeding with the import.

If you encounter any problems when importing, please contact our Support Team at support@membrain.com.