Combined

Learn how to import all your data in one go using the ‘Combined’ import

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

Our ‘Combined’ import literally does what its name says. It takes the Lead, Customer, Site, meter and contract templates and combines them into one master template.

It is a little overwhelming to look at on first glance so here’s a step-by-step to help you out – it’s worth noting here that not all fields are mandatory.

1. In the top menu bar on the right-hand side there is a menu option called ‘Admin’
2. You can either hover over ‘Admin’ which will show you a dropdown menu and select ‘Data Imports’ or click ‘Admin’ and a left-side menu will appear, and you can click ‘Data Imports’ from here
3. Click the dropdown labelled ‘Import Type’
4. Choose ‘Combined’ and open the downloaded Excel template
5. Complete the fields in the template. As a minimum, the mandatory fields for this upload are: Customer or Lead / Customer Name / Lead Name / Registered Address Line 1 / Registered Post Code / Lead Generator / Account Manager / Site Name / Site Address Line 1 / Site Post Code / Annual Consumption / kVA (if Half-Hourly) / Contract Start Date / Contract End Date / Supplier / Rates / Commission / Deal Status / Registration Status / Termination Status / Opportunity Type.