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  • Date upload screwed up 2 fields on my company summary screen

    Hello everybody, I imported some data into the company table via the data upload function. This CRM version 2020R2 I had 50 companies to import and I mapped the fields properly and it imported them in. 2 of the fields: account manager and SLA had…
  • Data Upload Person SecTerr

    Pers_SecTerr does not seem to be a field available for importing through the data upload. Am i missing something or is that the case? How are we supposed to set the Person Territory? Thanks! Anthony
  • Data import Person - required fields blank

    I am attempting to do a data import. The company already exists in the database, the import is intended to bring in the contacts. For all the records being imported, the system is rejecting them with the following message. Error Invalid Person Details…
  • Need some help uploading data to Sage CRM?

    We've lots of resources to help you get your data into Sage CRM The Data Upload feature is a powerful tool that can save you time and resources when you need to add multiple new lead, company, or person records to Sage CRM or migrate data from Excel…
  • Sage CRM 7.1 - Data Upload issue

    Hi there, I'm trying to upload company and person data from CSV file and when I selected 'Preview Data Upload', I got this error come up ("The following fields must be mapped to... Company Area Code" - pls see pic below). I have Area Code field…
  • Huge data upload, can CRM handle it?

    Hello, We are about to upload about 5-7 thousand leads onto CRM via data upload. Just wanted to ask how will CRM deal with this, won't it start working super slow or etc? Are there any warnings we should be aware of before doing this kind of data…
  • Making a report for data upload

    Hi. We're migrating data across two CRM systems (one live, and one brand new with no data) where database backup and restore is not possible. We've decided the best way to do this is by the data upload feature of CRM. The issue is that there is no way…
  • SAGE CRM import - multiple persons on same record

    Hi, I have an excel file with multiple persons (FirstName, LastName and TitleCode) on the same excel record. The import complains: Error Blank Person Details - could not add - Required Field(s) blank What additional field is import looking for?…
  • Data Upload - additional fields

    Hi, I am using the sample company data upload. I would like to expand this to upload fields: comp idgrp, comp sector and comp territory. Is this possible? When I try the upload I get a message that these fields would be neglected. Thanks Ma…