Mapping Import Fields

Use this view to map fields in the import list to fields in Sage SalesLogix. You can save import information, such as matching fields, default lead owner and default lead source, and use it for future imports.

To map fields

  1. When importing leads, after defining a delimiter, click Next.
  2. If you want to use a saved import template, click the Field Map Template drop-down arrow and select from the list.

A template defines the default owner, default lead source, the delimiter and field matching. When you select a template, it will replace the default owner and lead source that you selected with the values defined by the template. If the template delimiter is different from the delimiter you defined, then you will be prompted to select a different template or click the Back button and select a different delimiter.
  1. To display all of the fields in both lists and any template, select Show All Fields.
  2. Select the external list field and Sage SalesLogix field to be matched. Click Match.

Matched Sage SalesLogix fields display in the Matched SalesLogix Field column.

  1. Repeat steps 3 and 4 for each field that needs to be matched.
  2. If you want to save the import information as a template, click Save As Import Template.

To update an Import Template, click the Save Import Template button.
  1. Click Next to go to the next step.

Related Topics

Leads Overview

 

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