Record Data Import (RDI) Overview
The Record Data Import (RDI) process provides a way to add Records to AdvisorEngine CRM in bulk and pre-fill many of the critical fields for those Records using data contained in a spreadsheet or other CSV (Comma separated value) file type.
The RDI Tool itself is locally-installed software that processes your existing data into a format that AE CRM understands and can use to correctly create and fill new Records.
The Record Data Import process involves:
Warning! The Record Data Import process has the potential for data errors if not used carefully, so it is a good idea to review all the above documentation prior to working with the tool.
Installing the Record Data Import Tool
The Record Data Import Tool is a locally-installed software program that processes your spreadsheet of data into a format that AdvisorEngine CRM is able to import. The following documentation will walk you through downloading and installing the ...
Using the Record Data Import Tool
After you have installed the Record Data Import Tool and prepared your data, you are ready to use the RDI Tool. Step 1: Select Your Data Launch the Junxure Cloud Record Data Import from the desktop shortcut or the CRM Software folder in your start ...
Preparing Your Data for the Record Data Import Tool
The Record Data Import Tool takes a Comma Separated Value (CSV) spreadsheet and maps the columns of data to fields in AdvisorEngine CRM. You may use your own spreadsheet, or you may use an AE provided sample sheet that you then populate with your own ...
Making Mass Changes to Actions
AdvisorEngine CRM features a tool that allows you to make mass changes to certain Action fields, saving the need to edit each Action individually. The Action Data Change Tool allows edits to the following Action fields: Action Tags Category Completed ...
Making Mass Changes to Records
AdvisorEngine CRM features a tool that allows you to make mass changes to certain Record fields, saving the need to edit each Record individually. The Record Data Change Tool allows edits to the following Record fields: Classifications Tags Interests ...