Client Specification SmartIMPORT

Getting Started with Your SmartIMPORT Application

Before we can provide a quote, we need to clearly understand your data process. After you complete the form, we'd be pleased to schedule a call to discuss it.

Name

This field is for validation purposes and should be left unchanged.

IMPORTANT

IMPORTANT:-To provide an accurate quote and installation plan tailored to your organisation's needs, please complete this form with details about your data processing requirements.Will you require SmartIMPORT to fit into your current processes? If you plan to make significant changes please ensure this form takes that into consideration.It also helps to consider your data routes and if you would like SmartIMPORT to create new constituent records for you.

About You

Your Name(Required)

Your Email(Required)

Your Organisation(Required)

Your CRM and CSV data

Data Source(Required)

Name of your CRM(Required)

If you know roughly how many records you plan on importing on a daily basis - please enter it here.

How do you want the Integration to work?

Trigger - Will be adding data to your SmartIMPORT data sheet in CSV format.Data flow direction will always be - One way.Action - I.e email notification, data update, addition of gift record etc.Mapping - CRM field names and the corresponding field in your CSV columns

Action(Required)

Mapping(Required)

Accepted file types: csv, xls, xlsx, Max. file size: 2 MB.

Please detail the columns you want to import and the fields where you want the data to be imported to. IMPORTANT: Please provide field types i.e text, paragraph, email, phone, UK date, Yes/No and details of any data dictionaries required to map between the external value and that in RE.

Importomatic profile (if applicable)

Drop files here or

Accepted file types: json, Max. file size: 2 MB.

We can create a mapping summary using your Importomatic profiles. This helps us quickly duplicate your existing import profiles.

Would you like SmartIMPORT to create new constituent records in your CRM?(Required)

Yes

Screen Shots(Required)

Drop files here or

Accepted file types: jpg, gif, png, pdf, Max. file size: 2 MB.

Please provide screenshots of the data in situ in both your CRM and your third-party application to help us visualise your requirements and leave less room for error.

Do you have any further information you think we should know?

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