Importing Data

Import templates are used to import CSV files.

This creates interfaces through which regular or infrequent imports are performed. They are used, for example, to import purchased leads, trade show organizer data, or data originating from other systems.

Data from any Contexts with all their fields ¹ can be imported.

note

📖 → Information on the topics "Importing Data" and "Creating Import Templates" can be found in the PDF Import Template.

Important

Prerequisites for creating an import template are ADITO developer knowledge (ADITO Dev's or appropriately trained project members).

Footnotes

1. In the xRM, import templates can be created for the Contexts Company, Contact, Offer, Activity, Campaign, Product, and Receipt.
   The selection of Contexts can be extended through customizing. ↩