{"id":2655,"date":"2012-09-07T09:41:54","date_gmt":"2012-09-07T09:41:54","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=2655"},"modified":"2012-09-07T09:41:54","modified_gmt":"2012-09-07T09:41:54","slug":"gumu-for-sage-crm-advanced-excel-import","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/09\/07\/gumu-for-sage-crm-advanced-excel-import\/","title":{"rendered":"GUMU for Sage CRM- Advanced Excel Import"},"content":{"rendered":"

Greytrix has launched a new add-on \u201cGUMU™ for Sage CRM – Advanced Excel import<\/strong>\u201d, which unlocks the capability to import large Excel data into Sage CRM. This tool imports data for Company, Person, Address, Email and Phone entities from Excel to Sage CRM and is very simple and easy to use tool. This tool will works with Sage CRM Desktop as well as Cloud version.<\/p>\n

\u00a0Export your ACT Notes with Greytrix Sage ACT Export Notes Utility<\/a><\/p>\n

\u00a0Migration of Sage ACT notes in Sage CRM using GUMU<\/a><\/p>\n

You just have to specify the excel file, map the Source Field with Target CRM Field (on Standard Field Mapping Screen) and click on the start button.<\/p>\n

\"\"<\/a><\/p>\n

Key features of Advance Excel import are as follows:<\/strong><\/p>\n

<\/strong>1.\u00a0Excel supported version 2003 and higher (i.e.\u00a0 XLS and XLSX files)
\n2. Import data from any worksheet from multiple worksheets.
\n3.\u00a0Imports Entities like Company and Person with related address, phone and email entities.
\n4.\u00a0Allow User to import bulk data from Excel.
\n5.\u00a0User can Map (any column) fields with Sage CRM fields.
\n6.\u00a0User can save mapping setting and load the saved mapping for future use of the utility.
\n7.\u00a0Setting can be easily modified with Mapping Screen.<\/p>\n

A glimpse of the Standard Mapping Screen;<\/strong><\/p>\n

\"\"<\/a><\/strong><\/p>\n

\n

Below Sage CRM Screen shows how Excel data will look after importing into Sage CRM.<\/p>\n

\"\"<\/a><\/p>\n

\n

If there is any additional requirement, the utility can always be customized as per the needs. For more detail you can write to us on sage@greytrix.com<\/a>.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

Greytrix has launched a new add-on \u201cGUMU™ for Sage CRM – Advanced Excel import\u201d, which unlocks the capability to import large Excel data into Sage CRM. This tool imports data for Company, Person, Address, Email and Phone entities from Excel to Sage CRM and is very simple and easy to use tool. This tool will\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[184,244],"tags":[498,838,1108,2010],"class_list":["post-2655","post","type-post","status-publish","format-standard","hentry","category-import-sage-crm","category-migration-2","tag-act-notes","tag-crmmig","tag-excel-import","tag-sage-crm"],"yoast_head":"\nGUMU for Sage CRM- Advanced Excel Import - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/09\/07\/gumu-for-sage-crm-advanced-excel-import\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GUMU for Sage CRM- Advanced Excel Import - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Greytrix has launched a new add-on \u201cGUMU™ for Sage CRM – Advanced Excel import\u201d, which unlocks the capability to import large Excel data into Sage CRM. 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