To create a data file

1. (optional) Open the appropriate record type and use the label names in the record as a guide to determine label names for your data file.
2. Enter the label names in the first row of the spreadsheet.
   For example, for contact records, you could enter First Name, Last Name, Company, Job Title, Type, etc., as shown in the Contacts Example image. If you are creating a contact import file, see Importing Contacts for additional information.
3. Enter data for each record in a row.

Note: It is recommended that you import a small number of records to ensure that your data meets the guidelines.

Data File Guidelines

The following guidelines apply for the first row:

• The first row cannot contain duplicate label names, even if the names have different cases.
  For example, Address, address, and aDDress are all considered duplicates.
• Label names cannot contain the following symbols:
  
  < (less than)
  > (greater than)
  . (period)
  & (ampersand)
  ' (single quote)
  " (double quote)
  [ (left bracket)
  ] (right bracket)

In addition, TeamConnect ignores macros and formulas and removes currency and percent symbols when importing data.

Localized Labels

If you want to create a data file that contains localized data for system and custom lookup fields, assignee roles, and categories, enter the field's tree position instead of translating the field.

Importing Contacts

Categories Example

Contact data files must contain a Type field for each entry. The options for the Type field must be one of the following:

• P or Person.
• C or Company.

This field is not case sensitive. See the Type field in the Contacts Example image for an example.

In addition, each entry that has a Type drop-down box, such as the Address or Phone label, must have a Type entry in the data file. For example, if you have an Address heading label in your data file, you must also have an Address Type heading label, as shown in the following image.

Adding Secondary Field Labels

You can also add secondary information for the same label type, such as a secondary address for a contact.

For example, for a secondary address, create and then populate labels similar to the following labels:

• address2
• city2
• state2
• zip2

Once you import the data file, you can use the Add More Fields option to map these fields as secondary addresses.

To import records

Note: The following procedure assumes that you created or obtained a data file that meets the import guidelines. See Creating a Data File for more information.

1. Click the Tools button.
2. In the Tools section, click Data Import Wizard.
   The Data Import Wizard opens to the first page.
   
3. Review the first page, and then click Next to continue.
   The Upload Spreadsheet File page opens.
   
4. In the Record Type drop-down list, select the type of records that you want to create.
5. Click Choose File or Browse to locate the spreadsheet file that contains the data that you want to import.
6. Click Next.
   TeamConnect searches system and custom field labels to match the imported labels to TeamConnect fields.
   
   When the tool finishes analyzing the data, the Map Record Fields page opens.
   
   The label names from your data file appear in the Import Field column. If TeamConnect finds a match, the suggested label names appear in the TeamConnect Field column.
   
7. For each incorrect or unmapped field, click the TeamConnect Field drop-down list, and select the correct label name.
   If you added secondary fields or fields not in the drop-down list to the imported data, you can also adding more fields.
8. Click Next.
   If you mapped a field twice, an error message appears. Correct the error, and click Next again to continue.
   
   A Confirmation page opens that displays the number of records to be imported.
   
9. Click Next to import the mapped data.
   
   Importing may take several minutes, depending on the number of records you are importing.
   
   During the import, TeamConnect ignores all blank lines and empty cells. Any custom rules that trigger upon record creation automatically execute.
   
   When the import is complete, a confirmation page provides the details of the data import, including the number of records imported and the number of records that did not import because of errors. See Data Import Wizard Errors for how to troubleshoot errors.
10. Click Finish to close the wizard. Note: After import, the Excel file will not be retained within the TeamConnect instance.

To add more fields

To add more fields, click Add More Fields, and select the type of field that you want to add. Add more fields in one of the following situations:

• You want to import secondary fields, such as a second address or phone number.
  For example, if you want to add a second address, click Add More Fields, and then select Add Address. The secondary address fields appear as Address 2 in all drop-down lists. You can now map these labels to the secondary address labels.
  

For an additional group of fields, such as a third address, add more fields again.

• You want to import fields not currently in the drop-down, such as rates or skills. Select Add Invoice Task Rate, Add Task Rate, or Add Skill to add these types of fields to the drop- down list.
  

For example, if you are importing contact records, the following table includes the mapping options for that record type.

Adding More Fields For Contacts

The selections for Add Address, Email Address, Fax Number, Phone Number, and Web Address are all for adding secondary fields. The primary fields already exist in the drop-down.

To troubleshoot Data Import Wizard errors

1. From the Import Confirmation page, click Download spreadsheet file with failed rows to review them.
2. Open the spreadsheet to display explanations for the rows that did not import.
3. Use the error explanations to make corrections.
4. Repeat the import process.

Note: To save time and to avoid duplicate records, re-import only the data that did not previously import.