Import Template for Leads and Clients

You may import new Leads and Clients into the MSICRM database. The data file needs to be in a CSV format. The template is below.

Please note that the NAME field is not needed in Leads imports but is required for Clients imports. The NAME field references Account Name. An Account Name is generally an umbrella account over multiple clients such as a household (husband and wife) or a company.
Some formats of the NAME field:
Smith, Joe (if individual)
Smith Joe and Susie (if married)
Joe Smith Co (if company)

IMPORTANT: Once you get to STEP 4 of the import process you MUST choose EMAIL ADDRESS in Available Fields on the right side and drag it over to the Fields to Check on the left side before proceeding with the Import Now button. Otherwise you will get numerous errors on the screen and only a partial import of records.

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