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Microsoft Excel® data sources are not directly supported; however, you can use the “Save As…” option to save an Excel spreadsheet as a CSV file. You can then import this CSV file into ServiceCEO.
Currently, you can import three types of data into ServiceCEO:
While the general importation process is similar for these three types of data, some specific changes may be needed to import each type. For details, please see the specific sections below, and then click the Next Topic links to read the general sections for details on the import process.
We support importing from five data source formats:
Microsoft® Access® databases (*.MDB)
Fixed-width text files (*.TXT)
Comma-delimited text files (*.CSV)
Tab-delimited text files (*.TAB)
A previous import configuration file (*.XML)
For the best results, we recommend using a Microsoft Access file.
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For sample import information, please download the ServiceCEO Import Template.xls spreadsheet: 
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Keep these items in mind when importing customers:
The first imported customer location will be set as that customer's Primary and Bill To location. All subsequent locations will not be either the Primary nor the Bill To location.
Do not use the same location name for different locations for a single customer.
If there is a value in the Company Name field, the customer record will be marked as a Corporate record; if no value appears in the Company Name field, then the customer record will be marked as a Residential record.
All imported customers will have a status of Prospective.
When Mapping Fields, we recommend you configure several (one to three) Key fields at the customer, location, and contact levels. See the Mapping Fields topic for details.
Note that if you are mapping the same data field in the source file to all three Tax Codes, only the first the Tax code is updated; Tax Code 2 and Tax Code 3 will not updated.
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It is very important that you understand the unique relationship between Master Products and Vendor Catalog Items before importing inventory data. To that end, we recommend that you read the Master Products vs Vendor Catalogs and the Creating New Master Products from the Vendor Catalog topics before starting to import inventory.
Note that before you can import inventory, you must first enable Inventory Tracking.
When configuring your data file, be sure to provide each column with a clear, self-descriptive name so that you can easily map the data by column name into the Vendor Catalog.
Before you can import data into ServiceCEO, you need to generate the data file. Typically, this involves exporting the data from the CRM Short for Customer Relationship Management. ServiceCEO is a CRM software package, in that it assists you The art/science of using information to find, acquire and retain customers. The people, processes, and technology questions associated with marketing, sales, and service. product you used before ServiceCEO to one of the data source formats listed above. The file that contains your data is called the data file.
Once you have your data file, you many need to tweak the data a little bit in order to make sure it imports smoothly into ServiceCEO. To learn how to do this, see the above sections, the Select Data Source topic, and the ServiceCEO Import Template.xls spreadsheet.
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Next Topic: Select Data Source
Back to the Importing Data Table of Contents
See also the Implementation Checklist Overview
