The Quick Import tool provides a quick and easy way to add a batch of accounts to your database without using the standard Import Manager.
To access the Quick Import tool:
1. Select Tools in the navigation menu and then select Import Manager.
2. On the Import Manager page, select Quick Import.
The Quick Import Tool now appears.
3. Enter a Title for your quick import (per the top arrow in the image below).
4. If you wish to import Company Accounts, select Click here to import Company Accounts (per the second arrow in the image below)
5. Enter your information on the spreadsheet. You may copy and paste your data per the instructions provided on the page.
Quick Import Commands
Check Data
This checks your data for any issues (as described in the Data Problems section below).
Save My Work
This saves your import without creating Neon CRM accounts. You can come back later and finish making changes before importing. You can access saved imports by navigating to: Tools > Import Manager and selecting the import name your gave your import.
Import
This imports your data into Neon CRM and creates accounts. This can be reversed by navigating to: Tools > Import Manager and clicking Delete next to the import you wish to reverse.
Reset
This removes all currently-entered data from the quick import sheet. This does not delete data imported into the CRM.
Cancel
This cancels the import process and sends you back to the Import Manager dashboard. All unsaved data will be lost.
Data Problems
Neon CRM highlights data cells that contain problems. While you can proceed with an import of problematic data, it is not recommended. Explanations for common problems are as follows:
Names
Neon CRM requires a first name and last name to create an account.
State
This import tool requires states to be formatted as two-letter state codes. This includes Canadian provinces.
ZIP Code
Zip codes must be at least five digits long.
Email addresses must be complete and correctly formatted.