Importing list items
- Thomas Speekenbrink
- Remco Visser
- Véronique Borel
- Jan Verlaan (Unlicensed)
Owned by Thomas Speekenbrink
Overview
With DataBridge it is possible to import list items into SuperOffice CRM, both for companies and persons.
How to
In the Configure Fields part of your import profile, you can map the List items, for instance, Category.
In the Destination Settings - Advanced settings you can specify what to do when a list item does not yet exist in SuperOffice CRM.
- Ignore - Use default
- Ignore - Set to blank
- Add a new item to list
This last option makes sure that when a list item is not found it will be added into SuperOffice CRM
