What are the best practices for Importing data to Prophet?

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What are the best practices for Importing data to Prophet?

Post by admin » Fri Apr 20, 2018 7:05 am

What are the best practices for Importing data to Prophet?

Process
The Prophet Import Tool is a wonderful feature that allows you to bring in information from any Excel formatted worksheet into Prophet. However, there are a few best practices that can help you to ensure you are bringing in your data in the best possible way.

Excel Workbook
contact, company, and opportunity information. Each of these data types must be imported separately. For that reason it is best practices to create each data type to be import as a separate worksheet within a single workbook (though you may have multiple workbooks if you wish).

An Example of this is shown below:
Image

Import Structure
When importing multiple common data types at a single time – what we refer to as stacking your import – it is best to order them in the following format:

Company
Contact
Opportunity

Unfortunately, you cannot import common data types and uncommon data types at the same time. That means you cannot import both Opportunity and Opportunity_Contact at the same time. This is because the Opportunity must already exist within Prophet before you can link a Contact to it.

A Common Import will look like this:
Image

An Uncommon Import will look like this:
Image

Correct Errors Before Importing
To make sure the best possible data is being imported into the Prophet Database it is important to correct all errors before continuing to import after validating the data. If any issues arise during the validation of the data, it is best to save your mapped setting, correct the issues, and validate again to confirm the issues have been resolved.


If you're still having issues after that you'll need to setup a support ticket by clicking HERE

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