Import is the feature of the TDS CRM that allows you to import .csv (comma separated values) files. You can carry out the import function only if you are authorized to, otherwise the import function will not be visible in the user interface. The import function consists of four steps.

1. In the first step, you are required to select .csv file you wish to import. Create a .csv file if it is not already available. Browse the file to specify its location. Here, you can also select the options of Header, Delimiter and Format. For the Header, you need to select the check box. Delimiter and format can be selected from the provided drop-down lists.

2. The second step is Lead List & Mapping. In this step, you are required to map the fields with the options in corresponding boxes. The fields which are marked with asterisk are mandatory to map. You can also select to use the saved mapping or save the maps as custom templates. If opted for Using Saved Maps, select the saved map from the drop-down menu. In case of Save as Custom Mapping, you are allowed to give it a customized name in the given field.

3. The third step refers to Duplicate Merging. With this option, after importing the records, you can choose to merge multiple records. If you pick to merge the records,you can select the option of either Manual Merging or Auto Merging. After this, in merging criteria selection, you have to select the match fields to find the duplicate records. Specifying all these details, tap the Import button to import the records.

4. The fourth step displays all the imported records. It will show, whether records are imported successfully or not. It will also display the information about number of records imported and number of records skipped due to missing fields. Here you can

also select to Import More Records, Undo the Last Import, View the Last Import or Finish the Process.