Installing the Record Data Import Tool
The Record Data Import Tool is a locally-installed software program that processes your spreadsheet of data into a format that AdvisorEngine CRM is able to import. The following documentation will walk you through downloading and installing the software prior to its use.
Attention! The RDI Tool is currently only compatible with Windows operating systems.
Downloading and Installing the RDI Tool
- Within AE CRM, navigate to Import > Record Data Import.
- Click . The actual download process varies depending on your browser and settings.
- Find and launch the file you downloaded. The InstallShield Wizard launches.
Note: If you have trouble getting the installer to launch:
- Right-click on the installer file.
- Click from the menu.
- Click button.
- Click .
Try launching the installer again. If the Installer still will not launch, contact your IT.
- Click to begin.
- Select I accept the terms of the license agreement on the License Agreement window and click .
- Leave the setup type as Complete on the Setup Type window and click .
- On the next window, click .
- When the process has completed, click to close the installer.
You are now ready to use the Record Data Import Tool. A shortcut is placed on your desktop and within the CRM Software folder in your Start menu.
Next Steps: See Preparing Your Data for the Record Data Import Tool.
Record Data Import (RDI) Overview
The Record Data Import (RDI) process provides a way to add Records to AdvisorEngine CRM in bulk and pre-fill many of the critical fields for those Records using data contained in a spreadsheet or other CSV (Comma separated value) file type. The RDI ...
Using the Record Data Import Tool
After you have installed the Record Data Import Tool and prepared your data, you are ready to use the RDI Tool. Step 1: Select Your Data Launch the Junxure Cloud Record Data Import from the desktop shortcut or the CRM Software folder in your start ...
Preparing Your Data for the Record Data Import Tool
The Record Data Import Tool takes a Comma Separated Value (CSV) spreadsheet and maps the columns of data to fields in AdvisorEngine CRM. You may use your own spreadsheet, or you may use an AE provided sample sheet that you then populate with your own ...
Saving and Using RDI Tool Mapping Templates
Using the Record Data Import Tool the first time requires you to manually match each column of your spreadsheet to AdvisorEngine CRM Fields. However, if you plan on importing data from the same spreadsheet layout multiple times with different data, ...
Importing Data from the RDI Tool into AdvisorEngine CRM
After you’ve run your data through the Record Data Import Tool and received your output, you’re ready to upload the finished CSV file to AdvisorEngine CRM. Importing Your Data Within AE CRM, navigate to Import > Record Data Import from the site ...