The RDI Tool will scan your CSV file and present you with the data it finds for review.
You are given a preview of the data you have selected to ensure that you have selected the correct file. If everything looks good, click. Otherwise, close the program and start over.
After you have verified the raw data, you will be presented with seven pages of empty fields that you can map from data in your spreadsheet.
Each box represents a field on a CRM Record. The screens presented may not match the current AE CRM interface. To “map” a field in AE CRM to a column of your imported spreadsheet:
Optional: Global Fields
On the second page of the field mapping section there is a blue box with ten fields. As it states on the page, data entered into any of these boxes will be applied to ALL Records you import and will override any data for those fields in your spreadsheet. If you filled in this data on your spreadsheet you do not need to use this section.
Optional: Saving Mapping Template
If you intend to perform more than one import with the same spreadsheet layout, you can save the mappings you have defined to easily load those matches on future imports.
See Saving and Using RDI Tool Mapping Templates for further information.
After the final page of AE CRM fields you will be presented with the mapping data you’ve completed. You may use the import into AdvisorEngine CRM itself.