Record Data Import Overview

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 Tool itself is locally-installed software that processes your existing data into a format that AE CRM understands and can use to correctly create and fill new Records.

The Record Data Import process involves:

Warning! The Record Data Import process has the potential for data errors if not used carefully, so it is a good idea to review all the above documentation prior to working with the tool.

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