Import Names and Contacts
Name Import
With the CRM Name Import, a user can import any number of companies and individuals into the system to be used in conjunction with creating CRM opportunities and other CRM tasks (notes, actions, etc.).
To import the contact name, you must enter the data in a separate row using the same company legacy ID and company information, but the TYPE on the contact row would be “I” instead of “C” for company.
To do so, navigate to the CRM module menu Setup -> Import Names and Contacts and then select the Import Names Node.
Duplicate Option
Ignore Duplicate Clients - if you include in the template a company legacy ID which exists in System the import will import them anyway and new names and contacts will be attached to the same existing company in System.
Do Not Ignore Duplicate Clients - the system will alert you if you have duplicate contacts with the same Individual Legacy ID or with the same Company Legacy ID for a client in the template as in System and will not import them.
Create Opportunities for Duplicate Clients - This allows the system to create opportunities for the clients in the template sheet but importing them as new clients with new IDs, even if they happen to have the same legacy ID in the template as ones already in the System system. The sheet has to have been marked with Y in the “Create Opportunity” column in the template, so when you log into CRM, the opportunities list will contain new opportunities for them.
Update existing clients - The import will update the existing client with the data in the import template related to this advertiser. The rules on update are as follows:
Null fields will be ignored in the update
To DELETE existing data - there should be a space in the field
deletes ALL values in multivalued fields
Single valued fields are always replace
Multi value always append
Company Selection for Contact
This selection has two options:
Company ID is the Elan Name ID: If selected, then the Company ID entered in the template is the same ID as in System.
Use the Legacy ID to Derive the Elan Name ID: If selected then the Company ID in the template is the Legacy ID for the company which will match system Company ID.
CRM Name Import Template
Click the button “Download Template”.
This will open the excel spreadsheet for you to fill out. The fields are as follows:
Field Name
Example
Description
Mandatory (Y/N)
Salesperson ID
SH
Sales rep name in alpha format. This is rep assigned to this customer. Must be a valid user ID setup in the system.
Y
Type
C
C for Company or I for Individual
N
Legacy Company ID
SH2345
Alphanumeric ID in another system used to link to ID in System when created. The Legacy ID values can be one or multiple values separated by commas.
Y with conditions:
If you want to import any related data, the legacy ID will provide the key and is therefore required.
If you are only importing contacts with no link to a company, you may not need the legacy ID that links them.
If you are only importing companies with no orders, you may not need the legacy ID.
If you are importing using more than the one import the legacy ID provides the key that links the customer to every other bit of info without which there is no link.
Name
Ford Co.
Alphanumeric name of company.
N
Address 1
123 Brook Road
Alphanumeric street address
N
Address 2
2nd floor
Alphanumeric street address
N
Address 3
Suite 200
Alphanumeric street address
N
City
Tarrytown
City
N
State / Region
NY
2 letter State or Region
N
Postal Code
10591-3456 or 10591
Zip code
N
Country ID
US or USA
This has to match the country code in System under country setup. Might be 2 Digit or 3 digit based on your setup
Y
Is Agency
Y
Y for agency and N for advertiser
N
Is Billing Contact
Y
Y for yes this is the billing contact or N for No, this is not the contact for billing
N
Telephone
9145555555
Use the same format allowed for this country in System Address Setup tables in Advertising module, so system can convert it to the correct format.
N
Fax
9145555555
Use the same format allowed for this country in System Address Setup tables in Advertising module, so system can convert it to the correct format.
N
Tax Code
10
Same tax code ID as in systems table setup -> Tax Setup.
Y
Terms Code
210
Same as ID in System Table Setup -> Payment Terms Setup
Y
Agency Commission Percent
10
Numeric value to indicate the commission percentage which this advertiser pays their agencies for any type of order. This does not apply if the entry is an agency.
N
Credit Limit
200000
Numeric. Indicates amount which this company has for credit limit.
N
Currency ID
EU
If entered, this must match the currency codes setup in systems tables in System. Leave blank for default local currency.
N
Website URL
www.nam.org
Company website
N
CRM Source ID
CI
Must match the CRM Source ID in System CRM parameters menu for how or where you acquired this customer.
Y
CRM Source Date
3/1/2017
Date format MM/DD/YYYY. Date you acquired this customer by this source.
N
CRM Category ID
AB
Must match the CRM Category ID in System CRM parameters menu
N
Products
NAM, BF, MONT
Must match the data in System for the list of publications or websites for which this customer may be a prospect.
N
Favorite
Y
This Y will mark this customer as a favorite to appear on your favorites list in System. N means not a favorite
N
UDF1
ABC
User Defined Fields must be set up in system under CRM Settings menu -> UDF node. Note that this field is the Text/ Integer UDF1 found in that node. Rep group security must be set to designate access. UDF1 would be first field to which group has access.
N
UDF2
1234
User Defined Fields must be set up in system under CRM Settings menu -> UDF node. Note that this field is the Text/ Integer found in that node. Rep group security must be set to designate access. UDF2 would be the second field to which group has access.
N
Legacy Individual ID
244564
Legacy ID which will be used as unique link to comps. The ID’s company must already be imported or it will be rejected as error.
To import the contact, user must enter the data in a separate row using the same company legacy ID, but the TYPE would be “I” instead of “C” for company.
Y with conditions:
If you want to import any related data, the legacy ID will provide the key and is therefore required.
If you are only importing contacts with no link to a company, you may not need the legacy ID that links them.
If you are only importing companies with no orders, you may not need the legacy ID.
If you are importing using more than the one import the legacy ID provides the key that links the customer to every other bit of info without which there is no link.
The Legacy ID values can be one or multiple values separated by commas.
First Name
Bob
Alphanumeric first name of the legacy individual for a company.
N
Middle Name
John
Alphanumeric middle name of the legacy individual for a company.
N
Last Name
Smith
Alphanumeric last name of the legacy individual for a company.
N
Salutation
Jr
Alphanumeric salutation of the legacy individual for a company. Must match salutations setup in System.
N
Gender
M
This has to match the value setup in System.
N
Job Title Code
MGR
This has to match the value setup for the job title codes in System CRM Settings menu.
N
Job Title Description
Sales Manager
Free format alphanumeric
N
Extension
479
Phone extension numeric value.
N
Mobile Phone
9145556666
Use the same format allowed for this country in System Address Setup tables in Advertising module, so system can convert it to the correct format.
N
Email Type
Business
Value must match the email types setup in the System
N
Contact Type
MGR
Value must match the contact type setup in System.
N
Email Allowed
Y
Y for yes and N for no if this contact is allowing to be emailed.
N
Phone Allowed
N
Y for yes and N for no if this contact is allowing to be called by phone.
N
Fax Allowed
Y
Y for yes and N for no if this contact is allowing to be faxed.
N
Rental Allowed
Y
Y for yes and N for no if this contact is allowing rentals.
N
Mailing Allowed
N
Y for yes and N for no if this contact is allowing to be mailed.
N
Create Opportunity
Y
Y for yes. This field has to be a Y in this import in order to create the company and the opportunity for it. If this is a value of N for no, then the advertiser record will not be created correctly in the system.
Y
Opportunity Type
AD
Must match System opportunity type IDs:
AD
EX
ADEX
BW
SR
BWSR
N
Opportunity Stage ID
10
This is the stage ID for the opportunity and value has to match the setup of opportunities in CRM Settings menu in System.
N
Opportunity Close Date
12/31/2017
Mm/dd/yyyy format for the date on which this opportunity will close.
N
Opportunity Short Description
Orders for publications and online.
Alphanumeric description for the opportunity as it gets created in System.
N
UDF3 … UD8
ABC
User Defined Fields must be set up in system under CRM Settings menu -> UDF node. Note that this field is the Text/ Integer UDF3 through 8 found in that node. Rep group security must be set to designate access. UDF3 would be third field to which group has access. UD4 would be the fourth, etc.
N
Exhibitions
BRID2019
This the Exhibition ID which value must match system value.
N
Brand ID
MED
This is the brand ID value which must match the system value
N
Name Class ID
ART
This is the Class ID associated with the Name which must match the system value from the menu Class Maintenance.
N
AD Client Type
ART
This must match one of the ID values defined in the Setup menu -> Client Type Setup screen in the AD module.
N
Demo Class ID
12
The value must match the same in Naviga found in the Book and Circ modules. AD customers should leave this field blank.
N
Primary Industry
Art
Free entry for the Primary industry under which this name is filed.
N
Secondary Industry
Music
Free entry for the Secondary industry under which this name is filed.
N
Employee Count
10
Numeric value of the employee count preferably matching the tier code below.
N
Employee Tier Code
1
ID for the employee tier code must match Naviga values in the CRM menu Setup -> CRM settings
N
Annual Revenue Amount
40000
Free numeric entry matching the tier code below.
N
Annual Revenue Tier Code
2
ID for the annual revenue tier must match Naviga values in the CRM menu Setup -> CRM settings
N
Department Code
01
ID of department must match Naviga values in the CRM module in the Setup menu -> CRM settings
N
Social Media Links
YT:www.youtube.com
Code of Social Media Link from the menu Setup -> CRM Settings. Must be in the format of the social media code followed by : followed by the URL to the social media link.
N
External System IDs
1112:34562
Value must match the Naviga value in the menu Setup -> System Tables Setup -> External System ID Codes. The format is CODE:value. The CODE is the System Tables Code followed by : then followed by the external ID you’d like to add to the import.
N
Client Access Codes
ABC
Value must match the ID of the Client Access Code as set up in System Settings -> Setup -> Client Access Code Setup
N
Once you enter the data, save the excel template to your desktop and note the path.
Click the “Select” button in the import pop up screen and browse to find the saved excel. Choose the file to upload it into System.
You must click the button “Test Import File” before performing the import to correct any errors.
If you have errors, you will receive a message indicating this and when you click OK, you will be gives the location and reason for the error.
Click close and return to the pop up import screen on System. Click the “Remove” x button.
Correct the indicated errors in the template. Resave the template to your desktop. Then repeat the process of uploading the file till all errors have been corrected.
Once all the data is correct, click the button “Import File”. You will receive a warning that only valid rows will be imported. Click OK, and then you will receive a success message of the import.
Click OK and note the import ID.
Click the node “List of Imported Names”. Choose the import ID from the drop down menu and click “Get Names”.
The list of names from the sheet display with hyperlinks to the name ID for further use.
View Imported Opportunity for Advertiser
To be able to see the opportunity listed in the “Opportunities” tab for this advertiser on the customer overview screen, you must edit the opportunity with the amounts and dates.
Navigate to the opportunity by clicking the menu Pipeline. And note that you are able to view the opportunity list by stage. At this point the opportunity imported is of no value and no data associated with it.
Click on the hyperlink to the ID of the opportunity you imported.
Edit the details including the start date, end date, close date, amounts, publications or digital products as expected. Click “Calculate Forecast Amount” and the number will be automatically defaulted in the forecast amount field. Click on “Save”.
Navigate to this advertiser’s overview page and you will see the opportunity listed in the respective tab.
Import UDFs and Demographics to Existing Advertiser
User can import UDFs and demographics for an existing company or individual. This same import allows for linking the Salesrep to a customer. This allocates the rep to this client and places the client to the rep’s database. If the client has a Salesrep already assigned to them, this import will add this imported Salesrep to the list of reps assigned to the client and will not remove the original rep.
Navigate to the menu Setup -> Import Names and Contacts -> Import UDFs and Demographics to existing Company/ Individual.
Click on the drop-down “Name ID Selection” which allows you to choose to use either the Naviga Name ID for the contact or the Legacy ID.
Template
Click on the button “Download Template” which opens the spreadsheet template to the desktop. Fill in the fields of the template as follows:
Field Name
Example
Data Source and Restriction
Mandatory/ Optional
Salesperson Id
JK
This is a Sales rep ID value which must match the Sales rep ID in Naviga Ad.
Optional
Type
C
C for Company or I for Individual which is the type of advertiser
Mandatory
Name Id
244534
This is the advertiser ID value which must match the Naviga Ad client ID value. This can be also the Legacy ID value if user chooses this option from the drop-down in the import screen.
Mandatory
Demo Id
This field and the following 3 fields are for Circ module purposes only
Optional
Answer
Optional
Answer Date
Optional
Answer File No.
Optional
UDF Text No.**
1
This is the number of the UDF text field as listed in the menu Setup -> CRM System Settings -> Other Tables -> User Defined Fields -> Text/ Integer Fields.
Optional
UDF Text Value
Westmed Group
This is the value allowed for entry as a UDF for this field number according the setup in the CRM System Settings.
Optional
UDF Date No.**
2
This is the number of the UDF date field as listed in the menu Setup -> CRM System Settings -> Other Tables -> User Defined Fields -> Date Fields.
Optional
UDF Date Value
03/11/2020
This is the value allowed for entry as a UDF for this field number according the setup in the CRM System Settings.
Optional
UDF Numeric No.**
4
This is the number of the UDF money/ decimal field as listed in the menu Setup -> CRM System Settings -> Other Tables -> User Defined Fields -> Money/ Decimal Fields.
Optional
UDF Numeric Value
1000
This is the value allowed for entry as a UDF for this field number according the setup in the CRM System Settings.
Optional
UDF Multiselect No.**
3
This is the number of the UDF multiselect field as listed in the menu Setup -> CRM System Settings -> Other Tables -> User Defined Fields -> Multi-Select Fields.
Optional
UDF Multiselect Value
OPTA|OPTB|OPTC
This is the value allowed for entry as a UDF for this field number according the setup in the CRM System Settings. This is the ID matching the Naviga Ad multiselect ID and not the actual text. use the pipe character to separate multiple values
Optional
** - For example - these numbers correspond to this ID in the UDF Configuration screen:
\
Save the file to the desktop and in Naviga Ad import screen, click on select and browse to upload the file. Click on “Test Import File” which will alert you to errors in the spreadsheet.
Note the errors and click Close. Then click the x remove button to remove the erroneous spreadsheet from the import screen. Navigate to the excel sheet and make the corrections necessary, then save it again.
Click the select button again and browse to upload the template. Click the test import file button again and repeat the process till the system indicates a successful import is possible.
Click Ok and then click the button “Import File” to complete the import process. The system indicates a successful import.
View Imported Data
Navigate to the customer overview screen and scroll to the User Defined Fields and Demographics section and note the imported data for each field display as imported.
My Customers
Once the Sales rep is imported to the client, click the menu My Customers and this client displays as part of this rep’s database of customers.
Navigate to the menu Customers -> My Customers.
If the customer already has a Sales rep assigned to it, this imported rep is assigned to the client in addition to the existing rep on the account and does not replace it.
Export Names
Note that if you click the Export node, you can export names of advertisers and use that template to update data then re-import. The Name Export option will generate a valid import format - e.g. you can export the selected names, update them in Excel and then reimport the file with the Name Import option.
Enter information into any or all of these fields depending upon the names you are looking to export:
Record Type - Select to export All, only Advertisers or only Agencies.
Name Type - Select to import Advertisers, Individuals, or both
Created On or after - select a date if you wish to export only accounts created on or after a certain date
Last Update on - select a date here if you wish to export only accounts last updated on or after a certain date.
Country Code - select one or more countries from this dropdown to only export names from those countries.
Category - select one or more CRM Business Categories to only export names from those categories.
Import Actions / To-Do’s
User is able to import to-do action items for each rep using a provided template. These are the action items to be performed by the sales rep and viewed when the rep logs into the home page of CRM and navigates to Action Items by Rep menu.
Navigate to the menu Setup -> Import Names and Contacts -> Import Actions/To-Do’s node.
Choose the company ID from the “Company Selection” drop down menu to be the Naviga Company Name ID or the Legacy ID to connect to the Naviga Name ID. This is the ID you will enter in the template provided for this purpose.
Import Template
Click on “Download Template” and an excel sheet will open.
The fields in each column are as follows:
Field Name
Example
Source of Data
Mandatory (Yes/No)
Salesperson ID
SHIGHLO
This is the rep who is responsible for this action. Must be a valid user ID setup in the system. ASP clients contact MSG to set up user.
Y
Company ID
01
Legacy ID from company import will be used to link the action. The company ID is from Naviga Company Setup.
Y
Company Name
Media Services Group
Up to 50 alphanumeric character. Not used in the action import but will print on error report to help identify items that were rejected
N
Contact ID
BHOPE
This is required only if action is to be attached to a contact.
The contact Legacy ID if used will be as unique link to action.
N
Contact Name
Bob Hope
Alphanumeric and not used in the action import but will print on error report to help identify items that were rejected.
N
Date Created
03/12/2017
Format is DD/MM/YYYY
Y
Time Created
12:30 PM
Format is HH:MM AM (or PM)
Y
Created By
SHIGHLO
It will default as Salesperson ID if left blank.
N
Regarding/Short Note
As shown on calendar
This will display on “To-Do” tab on contact and interface to external calendar. Maximum of 30 alphanumeric characters.
Y
Action Code
CB
Must be set up in CRM system.
Y
Priority Code
HIGH
Must be set up in CRM system.
Y
Start Date of Action
03/12/2017
Format is DD/MM/YYYY
Y
Start Time of Action
12:30 PM
Format is HH:MM AM (or PM)
Y
End Date of Action
03/12/2017
Format is DD/MM/YYYY
Y
End Time of Action
12:30 PM
Format is HH:MM AM (or PM)
Y
Reminder
300
Reminder to always list as number of minutes (e.g. 1 day of 24 hours would be 1,440)
N
Long Note
Call client in a few hours before closing
Content of note is imported as supplied.
N
Complete Status
1
Verified against values in CRM settings. 1 = Complete, 2 = Deleted, Blank = Active
N
Sync With External Calendar
Y
Yes or No flag to say if this should sync with Outlook/Gmail on next sync.
Y
Complete Date
03/12/2017
Format is DD/MM/YYYY
Y/N - Required if Complete Status is 1 or 2. Should be blank if Complete Status is blank
Complete Time
12:30 PM
Format is HH:MM AM (or PM)
Y/N - Required if Complete Status is 1 or 2. Should be blank if Complete Status is blank
Product Type
Product
The word Product or Exhibition or Conference. These are the product types from Naviga.
N
Product ID
WSJ
The ID of the publication or exhibition or conference
N
Fill out the spreadsheet as instructed above, and save the spreadsheet to your desktop.
On the Naviga import screen, click on the “select” button to browse to find the saved sheet. Prior to actual import, you must click “Test Import File” to correct any errors. If you receive errors, then remove the erroneous file from Naviga by clicking on the x button next to the file name, and correct the errors on the spreadsheet then resave the file to your desktop. Click on “Select” to browse for the file and repeat “Test Import” process till you have a success message.
Click on the button “Import File”. This will import the action to-do’s to the specified rep(s) names.
These newly imported action items will display on the rep’s action items throughout CRM module.
Import Notes
User is able to import notes that rep has written for clients’ accounts. These will appear on the Reps Activity Notes pane for the day.
Navigate to the menu Setup -> Import Names and Contacts -> Import Notes node.
Choose the company ID from the “Company Selection” drop down menu to be the Naviga Company Name ID or the Legacy ID to connect to the Naviga Name ID. This is the ID you will enter in the template provided for this purpose.
Import Template
Click on “Download Template” and an excel sheet will open.
The fields in each column are as follows:
Salesperson ID
SHIGHLO
This is the rep who is responsible for this action. Must be a valid user ID setup in the system. ASP clients contact MSG to set up user.
Y
Company ID
14009
Legacy ID from company import will be used to link the action. The company ID is from Naviga customer ID.
Y
Company Name
Media Services Group
Up to 50 alphanumeric character. Not used in the action import but will print on error report to help identify items that were rejected
N
Contact ID
BHOPE
The contact Legacy ID if used will be as unique link to action. This is the contact on the advertiser’s staff.
N
Contact Name
Bob Hope
Alphanumeric and not used in the import but will print on error report to help identify items that were rejected.
N
Agency ID
244345
Legacy ID from company import will be used to link the action to the agency if applicable.
N
Date Created
03/12/2017
Format is DD/MM/YYYY
Y
Time Created
12:30 PM
Format is HH:MM AM (or PM)
Y
Note
This client appreciates weekly visits.
Content of note is imported as supplied
Y
Product Type
Product
The word Product or Exhibition or Conference. These are the product types from Naviga.
N
Product ID
WSJ
The ID of the publication or exhibition or conference
N
Fill out the spreadsheet as instructed above and save the spreadsheet to your desktop.
On the Naviga import screen, click on the “select” button to browse to find the saved sheet. Prior to actual import, you must click “Test Import File” to correct any errors. If you receive errors, then remove the erroneous file from Naviga by clicking on the x button next to the file name, and correct the errors on the spreadsheet then resave the file to your desktop. Click on “Select” to browse for the file and repeat “Test Import” process till you have a success message.
Click on “Import File” to import the final version of the notes. The notes will display on the notes pane under the Rep Activity menu tile.
Import Complimentary Subscriptions
User can import complimentary subscriptions for a client. To do so, navigate to the menu Setup -> Import Names and Contacts -> Import Complimentary Subscriptions node.
In the field “Contact Selection”, choose the option “Contact ID is the Name ID”, if you enter the Naviga ID of the contact in the template used to import subscriptions. Otherwise, if you plan on using the contact legacy ID, then choose the option from the drop-down “Use the Legacy ID to Derive the Elan Name ID”.
The “Address Selection” field allows you to use either the Company Address ID where the contact is employed or to use the Contact Address instead.
Click the button “Download Template” which will open the excel spreadsheet on your screen for you to fill out the various columns as listed in the table below. Once all values are filled out, save the template to your desktop.
Click the button “Select” on the import screen in Naviga and browse to upload the template into Naviga. It is important to click on “Test Import File” which allows the system to alert you to any errors which will block the import process. When you click OK to the error message, the system lists all the various template errors. If this occurs, click the x remove button on this import screen, fix errors in the template, re-save the template to your desktop, upload the template back into Naviga and click “Test Import File” again. Repeat this process until the system gives you a success message.
When all errors are fixed, click the button “Import File” which will bring in the template values into Naviga importing the complimentary subscriptions into the system.
These values can be viewed in the menu Customers -> My Comp. Subscriptions.
Import Template
The template has the following fields:
Salesperson ID
SHIGHDON
Must match the Sales rep ID in Naviga
Mandatory
Contact ID
12345
Must match the Contact ID in Naviga or can be the Legacy ID and these values must match the choice in the Naviga screen of the type of Contact ID.
Mandatory
Address ID
23444
Must match the Address ID of the contact or of the company where the contact is employed according to the field choice on the Naviga import screen.
Mandatory
Product
BIRD
Must match the publication ID to which the contact is getting complimentary subscriptions.
Mandatory
Edition
Christmas
Must match the edition of the publication in Naviga.
Optional
Comp Type
OC
Must match the value of comp. type in the menu Setup -> CRM Settings -> Comp. Type node.
Mandatory
Start Date
1/1/2020
Free date format MM/DD/YYYY of when the complimentary subscription starts, and contact starts receiving the copies.
Mandatory
Number of Copies
10
Numeric value integer of how many copies this contact will receive.
Mandatory
Issues to Serve
3
Numeric value integer of the number of issues this contact receives.
Mandatory
Import Opportunities
CRM users can import opportunities for clients into CRM using a provided template.
Navigate to the menu Setup -> Import CRM Names and Contacts -> Import Opportunities node.
In the “Company Selection” field, choose the Advertiser ID you will use; whether this is the Naviga ID, or the Legacy ID attached to the advertiser.
Click on the button “Download Template” which will open the Excel sheet template for you to fill out.
Import Template
The template fields are as follows:
Opportunity ID
123321
Free form numeric number for the opportunity ID
Mandatory
Advertiser ID
14009
Advertiser Naviga or Legacy ID; must match value in system
Mandatory
Brand ID
A1
This is the brand ID which must match the value in CRM.
Mandatory
Currency ID
$
This is the currency in which the opportunity amount is to be calculated. This value must match the system value
Optional
Short Description
2019 Opportunity
Free format alphanumeric description of the opportunity.
Mandatory
Long Description
Testing 2019.1
Free format alphanumeric long description of the opportunity.
Optional
Expected Close Date
6/30/2019
Date of closing of opportunity in the form of MM/DD/YYYY
Mandatory
Start Date
2/20/2019
Date of start of opportunity in the form of MM/DD/YYYY
Optional
End Date
5/30/2019
Date of ending of opportunity in the form of MM/DD/YYYY
Optional
Stage ID
1
This is the ID of the stage which must match the system value for the stage
Optional
Probability
10
This is the numeric value of the probability; which is a free numeric entry.
Optional
Forecast Amount
6,500
$ Amount of the total forecast of the opportunity; numeric free entry.
Optional
Product ID
MONT
Digital Product ID of the product in which the opportunity is placed. Must match values in the system
Optional
Product Ad Type
FF
The AD Type of the digital product. Must match the value in the system.
Optional
Product Start Date
04/20/2020
Start Date for which the ad is placed in the product and the format is MM/DD/YYYY
Optional
Product End Date
04/20/2021
End Date of when the ad ends, and the format is MM/DD/YYYY
Optional
Product Amount
3,000.00
This is the amount to be spent on advertising in this product. Numeric value
Optional
Publication ID
NAM
Print Product ID of the product in which the opportunity is placed. Must match values in Naviga system
Optional
Publication Ad Type
DISP
The AD Type of the print publication product. Must match the value in the system.
Optional
Publication Amount
3,500.00
This is the amount to be spent on advertising in this product. Numeric value
Optional
Owned By
SHIDGH
This must match the Naviga value of the User ID or Rep ID if associated with a User ID as the owner of the opportunity. It must be all CAPS.
Optional
Product Group ID
NATS
This must match the product group ID in Naviga to attach this opportunity to the product group specified.
Optional
Product Group Amount
500
Free numeric entry
Optional
Import Process
Save the values in the template on your desktop. Navigate back to the CRM page and click the “Select” button to browse and upload the template into CRM. Note that you can import more than one opportunity for more than one advertiser in one sheet.
Click the button “Test Import File” to iron out any errors in the system. The system will direct you to the errors. If there are errors, click the x remove button in the Import screen to remove the template.
Then correct the errors in the template and re-save the file. Repeat the upload and test import steps until all the errors have been corrected.
Then click “Import File”. The system provides a success message.
Navigate to the menu Opportunities -> Opportunity Detail. Click the hyperlink to the opportunity you imported.
You can then edit to add more details to the opportunity.
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