Importing Data from the RDI Tool into AdvisorEngine CRM

Importing Data from the RDI Tool into AdvisorEngine CRM

After you’ve run your data through the Record Data Import Tool and received your output, you’re ready to upload the finished CSV file to AdvisorEngine CRM.

Importing Your Data

  1. Within AE CRM, navigate to Import > Record Data Import from the site navigation bar.
  2. Click Upload Completed CSV File.
  3. Click Choose File and select the CSV file given to you by the Record Data Import Tool previously.
  4. Select On import, update List Maintenance with new Values.
    • Optional: You may specify an Import Tag, a new Record Tag that will be added to all Records being imported. This can help quickly see which Records were imported in which groups.
  5. Click Begin Upload.

When the upload is complete you will receive a System Alert.

Verifying the Import

It is possible for the Record Data Import to fail for various data-check reasons. To verify the import was successful, watch for the System Alert to appear and follow these steps:

  1. Open your CRM Alerts and navigate to the System Alerts tab.
  2. Locate the Import Successful alert and click it to expand it for full details.
  3. Check the Note box to ensure that all the checks and final status are green.

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