• Can I upload a list of company names to automatically assign them an account status which is in a drop down?

    we have thousands of company accounts in our database and they are not accurate based on a drop down of 1. Active, Inactive, Closed, Archive. I'd like to have all the status's cleared and only selected a status if I upload a a list of the company account…
  • Data Upload for Custom Entities

    On the online help, I noticed reference to Data Upload into Custom Entities: Custom entities (where available) – the information you upload will be imported exclusively into the custom entity’s table. http://help.sagecrm.com/EcoSystemHelp/EN/Administration…
  • Import Plus functionality fails on database connection

    Hi Everyone, I'm facing an issue when trying to import data from CSV file with Import Plus functionality. After I mapped entity fields with the fields in the file and hit Import, the process fails right after that, in the import summary it is saying…
  • Problem with Data Upload/Import from Excel

    Hello, i've experienced a strange Error while trying to import data for Entity "Company". I''ve a 800 MB File full of Company Data and splittet it in 60-70 MB Files (.xlsx) just for testing. Now everytime i start the import directly on the Server…