It is very easy to assign categories in bulk once your contacts are in MRSware. However, if you already have those categories assigned in another program, it is best just to import them from there and save yourself the time of doing the same work again.
In the spreadsheet of contacts that you are going to import, you can have the categories set up in a couple of different ways:
1) Have a single column -- let's name that column "categories" -- with a comma separated list of categories in each row. That might look something like this:
company name, contact name, phone number, categories, created on
super sales, john smith, 800-253-5555, "sales rep, canada, mrsware user, newsletter recipient", 1/2/2011
super sales, joan smith, 800-555-1234, "sales rep, canada, mrsware user", 3/4/2011
When you have this in Excel, the commas and quotation marks don't show as those are the cells within the spreadsheet itself. If you open the file up in a text format, this is what it would look like.
2) The other option is to have each category as its own column in the spreadsheet. That might look something like this:
company name, contact name, phone number, job title, region, mrsware user, newsletter, created on
super sales, john smith, 800-253-5555, sales rep, canada, mrsware user, yes, 1/2/2011
super sales, joan smith, 800-555-1234, sales rep, canada, mrsware user, no, 3/4/2011
Note that in the first example, the category names are spelled out in each person's list of categories. In the second example, I use a variation of repeating the category name and entries like "yes" or "no". When you import the categories, you have the option of prepending the column name before the category, which would give use entries like "newsletter::yes" and "newsletter::no". Of course, this doesn't matter as much since you can always rename the categories once they are in MRSware. The main thing that this allows is support for a variety of entries, mostly depending on how your current contact program outputs them.
When you import contacts, any columns in the spreadsheet can be imported as either a Category or Additional information. You can select which one you want it imported as at the time of import.
** One other note on the spreadsheet is to make sure that none of the column headers have punctuation in them, such as commas, hyphens, dashes, etc. The importer doesn't like punctuation in the column header, so keep an eye out for that in your file.
If you have any other questions, or would like EYOND to review any files for import, feel free to send them over to [email protected].
1) Have a single column -- let's name that column "categories" -- with a comma separated list of categories in each row. That might look something like this:
company name, contact name, phone number, categories, created on
super sales, john smith, 800-253-5555, "sales rep, canada, mrsware user, newsletter recipient", 1/2/2011
super sales, joan smith, 800-555-1234, "sales rep, canada, mrsware user", 3/4/2011
When you have this in Excel, the commas and quotation marks don't show as those are the cells within the spreadsheet itself. If you open the file up in a text format, this is what it would look like.
2) The other option is to have each category as its own column in the spreadsheet. That might look something like this:
company name, contact name, phone number, job title, region, mrsware user, newsletter, created on
super sales, john smith, 800-253-5555, sales rep, canada, mrsware user, yes, 1/2/2011
super sales, joan smith, 800-555-1234, sales rep, canada, mrsware user, no, 3/4/2011
Note that in the first example, the category names are spelled out in each person's list of categories. In the second example, I use a variation of repeating the category name and entries like "yes" or "no". When you import the categories, you have the option of prepending the column name before the category, which would give use entries like "newsletter::yes" and "newsletter::no". Of course, this doesn't matter as much since you can always rename the categories once they are in MRSware. The main thing that this allows is support for a variety of entries, mostly depending on how your current contact program outputs them.
When you import contacts, any columns in the spreadsheet can be imported as either a Category or Additional information. You can select which one you want it imported as at the time of import.
** One other note on the spreadsheet is to make sure that none of the column headers have punctuation in them, such as commas, hyphens, dashes, etc. The importer doesn't like punctuation in the column header, so keep an eye out for that in your file.
If you have any other questions, or would like EYOND to review any files for import, feel free to send them over to [email protected].
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