If your file size is very large and your tools support this feature, you can save time by using a file that contains only the minimum data, such as email addresses or CRM ID numbers. That way, you can import essential data more quickly and bring in the remaining information automatically over time. You need to ask your vendor which process you should use. When you are uploading your data set, the tool will either ask you to visually map the data points to your new database or it will do them for you automatically. If your tool does this automatically, make sure that you understand the required information needed in the header of each column.
Testing and troubleshooting shouldn’t take much time, but it’s an important step. With testing, you’ll know whether your connection is correct before running programs and potentially sending bad leads or confusing data to sales. The majority of CRM connectivity issues can be summed up very easily in two words: bad processes. The next sections show you how to test and troubleshoot the process choices you have made and the outcomes you have produced.
Testing and troubleshooting shouldn’t take much time, but it’s an important step. With testing, you’ll know whether your connection is correct before running programs and potentially sending bad leads or confusing data to sales. The majority of CRM connectivity issues can be summed up very easily in two words: bad processes. The next sections show you how to test and troubleshoot the process choices you have made and the outcomes you have produced.