Page Comparison

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1. Click Create New Profile
2. In the name field enter: Appointments
3. Choose in the drop-down 'Location' the location of your import file, e.g.: Upload
4. Choose in the drop-down 'Destination' SuperOffice CRM Online
5. Click Next, the wizard screen is presented with 7 steps
6. In step 1 (configure profile), click Select files to upload your file
7. Click Next
8. In step 2 (configure source), you can set the File Format, choose Advanced Settings to change the Encoding and Preview the import file, see example below
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9. Click Next
10. In step 3 (transform), transformations on fields can be set up, see transformations, but in this case, we skip this step
11. Click Next
12. In step 4 (configure fields) the fields need to be mapped
13. In step 5 (destination settings), you can choose number and date format. The deduplication options are very important, more info. In the advanced settings, you can choose what to do with new list items and set default settings.
14. Click Next
15. In step 6 (profile settings) choose which schedule you want to use.
16. Step 7 (summary) shows a summary of all the settings in your profile

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