Smartr365

Video: How to import your clients' marketing preferences into Smartr365.

There are several ways that you can import your clients' marketing preferences into Smartr365. This includes via our Data import, Bulk update, and Lead Import.

Currently, this functionality is available to System Administrators only. Follow these simple steps for uploading data to the Data Import:

Click on + Create New Import

Download the Basic Lead Import template

Provide your data by completing the template in the same format

Once your data is formatted correctly, click on Upload a CSV file to upload the document to the Data Import

The data you've uploaded including the client's preferences will appear

Scroll across the table to see Comms by Email, Comms by Mail, and so forth

The amount of data you're uploading will determine how long the file takes to upload

Click on a case and go to Fact Find -&gt; Personal Details, there you will see the client's preferences updated in the client's Fact Find.

1. Visit Settings
2. Click on Data Import
3. Click on + Create New Import 
 
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4. Select File Import
5. Select type: Basic Lead Import
 
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6. Download the Basic Lead Import template
7. Provide your data by completing the template in the same format
8. Once your data is formatted correctly, click on Upload a CSV file to upload the document to the Data Import
9. The data you've uploaded including the client's preferences will appear
10. Scroll across the table to see Comms by Email, Comms by Mail, and so forth
11. The amount of data you're uploading will determine how long the file takes to upload
12. Click on a case and go to Fact Find -&gt; Personal Details, there you will see the client's preferences updated in the client's Fact Find.