Record Data Import Tool
Record Data Import Overview
The Record Data Import (RDI) process provides a way to add Records to AdvisorEngine CRM in bulk and pre-fill many of the critical fields for those Records using data contained in a spreadsheet or other CSV (Comma separated value) file type. The RDI ...
Installing the Record Data Import Tool
The Record Data Import Tool is a locally-installed software program that processes your spreadsheet of data into a format that AdvisorEngine CRM is able to import. The following documentation will walk you through downloading and installing the ...
Preparing Your Data for the Record Data Import Tool
The Record Data Import Tool takes a Comma Separated Value (CSV) spreadsheet and maps the columns of data to fields in AdvisorEngine CRM. You may use your own spreadsheet, or you may use an AE provided sample sheet that you then populate with your own ...
Using the Record Data Import Tool
After you have installed the Record Data Import Tool and prepared your data, you are ready to use the RDI Tool. Step 1: Select Your Data Launch the Junxure Cloud Record Data Import from the desktop shortcut or the CRM Software folder in your start ...
Importing Data from the RDI Tool into AdvisorEngine CRM
After you’ve run your data through the Record Data Import Tool and received your output, you’re ready to upload the finished CSV file to AdvisorEngine CRM. Importing Your Data Within AE CRM, navigate to Import > Record Data Import from the site ...
Saving and Using RDI Tool Mapping Templates
Using the Record Data Import Tool the first time requires you to manually match each column of your spreadsheet to AdvisorEngine CRM Fields. However, if you plan on importing data from the same spreadsheet layout multiple times with different data, ...
Removing Imported Records
Records added to AdvisorEngine CRM by the Record Data Import Tool may be removed in bulk, but only if there have been no changes to any of the Records since the initial import. To remove an import, navigate to Import > Record Data Import. Click ...