Importing data into HyperTeam CRM

1. Importing Data into
HyperTeam CRM

2. www.sharepoint-florida.comCRM homepage  Export/Import
Click on the
Export/Import icon to
open the import
function of your CRM

3. www.sharepoint-florida.comImport templates
Step 1: Locate the import templates
by selecting the “Import Templates”
tab from the menu
When importing data to your CRM, we strongly recommend using the import templates

4. www.sharepoint-florida.comImport templates
Step 2: Select the appropriate
template from the list
This template will then
automatically download
Best Practice
For your initial data upload, please begin with
the Account Import Template

5. www.sharepoint-florida.comImport templates
Step 3: Open the template and
fill in the columns
Once saved to your computer,
this information can be
uploaded into your CRM

6. www.sharepoint-florida.comImport from Excel
Step 1: Upload
information to your CRM
by selecting the “Import”
tab from the menu

7. www.sharepoint-florida.comImport from Excel
Step 2: Select the file you
would like to import

8. www.sharepoint-florida.comImport from Excel
Step 4: Pick a category – this
is where your imported
information will appear in
the CRM

9. www.sharepoint-florida.comImport from Excel
Step 5: Select an
import type – this
is how the system
will recognize your
information
Initial data upload Name based import
Data maintenance  Id based import
Best Practice

10. www.sharepoint-florida.comImport from Excel
Step 6: Make sure “Create
new accounts” is checked if
you want accounts to be
created at the time of import

11. www.sharepoint-florida.comRecently imported
Select this tab to see
all of your recently
imported excel files