Importing Two Addresses for the Same Account

Importing Two Addresses for the Same Account

Contents

Two Addresses on the Same Row
Two Addresses on Different Rows

NeonCRM's Import Manager allows you to import up to two addresses for new accounts. Depending on the format of your data, this can be done in one of two ways.

Two Addresses on the Same Row

This option is only available if you are doing an account batch update using IDs from NeonCRM OR you are importing data without account IDs. With this option, you can have a single row that contains the data for both of the addresses that you wish to import, as seen below:

In this example, we are importing data with NeonCRM account IDs.

To begin your import, first navigate to Account tab > Import Manager and click on New Import.

In Step 1, provide a Title for your import. For Does your spreadsheet contain an Account ID column?, select Yes. For Are these account ID numbers from NeonCRM?, select Yes. Click Save and Continue.

On Step 2, make sure the Accounts checkbox is selected, then click Save and Continue.

On Step 3.1, upload your .CSV file. For Does your spreadsheet have a header row?, select Yes. For How is your address data formatted?, select Each row contains one account and multiple addresses. Then click Upload data.

On the Import Column Mapping page, select New Mapping to continue. On the next page, map the columns in your spreadsheet to the appropriate fields in NeonCRM. The fields for the second address begin with "Secondary." After doing so, click Continue.

On the Field Value Mapping page, confirm that NeonCRM has appropriately matched data options, then click Next.

On the next page, indicate if you would like to save your mapping for future use, then click Import your data.

You will then be notified that your accounts have been updated. Click on Go to the Imports list for more information about the newly-updated accounts.

In the Addresses section of the updated account(s), you will now see both addresses.

Two Addresses on Different Rows

This option is only available if you are importing data with IDs from another system. More information on importing accounts with IDs from another system is available here. With this option, you can have a single row that contains the data for the account along with the first address, and succeeding rows with the additional addresses that you wish to import, as seen below:

In this screenshot, ID is the ID number from another system.

To begin your import, navigate to Account tab > Import Manager and click on New Import.

In Step 1, provide a Title for your import. For Does your spreadsheet contain an Account ID column?, select Yes. For Are these account ID number from NeonCRM?, select No, they are from another system. For What type of data are you importing?, select I am importing new accounts. Next, click Save and Continue.

On Step 2, provide the name of the system that your IDs are from, then click Save and Continue.

On Step 3.1, upload your .CSV file. Select the appropriate options for your data for the header row, account type, and duplicate questions. For How is your address data formatted?, select Each account has multiple addresses. Each row contains a different address. Then click Upload data.

On the Import Column Mapping page, select New Mapping to continue. On the next page, select the column that contains the ID(s) from another system. Click Next.

On the next page, map the columns in your spreadsheet to the appropriate fields in NeonCRM. Click Continue.

On the Field Value Mapping page, confirm that NeonCRM has appropriately matched data options, then click Next.

On the next page, indicate if you would like to save your mapping for future use, then click Import your data.

You will then be notified that the account data has been successfully imported. Click on Go to the Imports list for more information about the accounts.

In the Addresses section of the account(s), you will now see both addresses.

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