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.

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)

Max. file size: 2 MB.

Please provide a CSV file with your CRM field names and the corresponding fields in your CSV columns.

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

Yes

Screen Shots(Required)

Drop files here or

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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