Support for importing account and contact entities from external data to M3 CLM
Description |
M3 CLM now has Data Import Tool that imports accounts and contacts from external data. To process entities using the Data Import Tool: 1. Define target entity Select between account or contacts. Define the Excel file for import. A template file is available for both accounts and contacts. 2. Map columns between the target file and M3 CLM database Map columns between the target file and M3 CLM. All mandatory fields should be mapped accordingly. These are the mandatory M3 CLM database fields:
3. Process data and view results of import The view results of data import must show these results:
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Limitation | The Data Import Tool supports loading of data from Microsoft Excel spreadsheets (.xls and .xlsx). However, M3 CLM only supports up to 250 KB of the Excel spreadsheet. |
KB article | 2129769 |