At some point, you will want to import some names and profile info into your database. Maybe you attended a Bridal Show or are just trying to get your names out of the old Outlook program.
ClientBase has a great import program that is included with the software but runs outside of it. Look in your default directory (START–>ALL PROGRAMS–>TRAMS–>TRAMS PROFILE IMPORT).
The best suggestion I can offer is to do this alone, and completely uninterrupted. It is a simple process, but missing a single step can prove to be disastrous. Take your time and follow EACH step and you will have a successful import.
Another best practice is to add a separate “identifier” to the import in case you screw it up. For example, if I get my original file in an Excel format, I will open the file and create another column and for EVERY profile in that file, I will put some sort of source code. When I do my import into ClientBase, I will import that source code into some UNUSED field (I use the website field for leisure profiles–I personally don;t see the need to have people’s personal websites). That way, if you happen to import the last names into the first name fields (or some other oops), you can easily re-query by the website and delete them and start over.
I don’t recommend importing the code directly into the source field because if it is not unique to this import, you could have a problem.
Think about your imports and be careful. There is nothign more embarassing down the road when doing a mail merge marketing piece and sending a letter or email out to “Dear Smith”
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