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Article ID:                  4140

Subject:                    Import Leads into 9ae with the Import Wizard

Last Modified:         September 9, 2008


Applies to:       9ae


Issue:   The Contact Import Wizard allows multiple contacts to be brought into 9ae from an outside file.  For the contacts to be imported, they must be saved in a CSV (Comma Separated Value), Tab or Bar format, typically done through the export function of the outside program. 


Resolution:   The following steps describe importing leads.  Highly recommend use of field names in the first row of the export file to facilitate mapping the import fields.


          Log into 9ae.

          Select the Contacts Tab and click on the Contact Import Wizard Icon.

          Go to Contacts Tab and select the Contact Import Wizard Icon

-          Page 10 in the 9ae user guide contains the detailed import instructions

          Browse for the saved file with the contact information from the outside program.

-          Select the appropriate delimiter type from the dropdown- CSV, Tab, or Bar.

-          If the file contains header names in the first row, check the box.

          Click Next.

           Use the dropdowns along the left side of the screen to match the appropriate columns in the file with the fields in 9ae

-          To view the data located in one of the columns, select a column from the “Export File Field List” and the data will appear in the “Data In” box.

-          Select the “Contact Type” as Personal.

-          Use the checkboxes to prevent duplicate contact entries by not importing entries with the same phone number and/or email as another contact.

          Click Next.

          Review the list of contacts that are about to be imported into 9ae and make any changes by selecting the “Edit” or “Delete” button next to a contact.

          Click Finish to import the contacts into 9ae.

          The contact will now be available in the Contacts Tab.


References:   Page 10 in 9ae User Guide


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Keywords:  Contacts, Import Wizard, Leads, Prospects, 9ae, VML, 4140

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