The Import App

The Import Wizard allows users to import customer data from an Excel spreadsheet into re:Members AMS, while mapping imported data points to appropriate re:Members AMS fields.

Note: Read help related to imports carefully BEFORE importing data. Test and verify all non-custom field reports in the Sandbox before attempting an import to Live. Poorly or carelessly reviewed imports can create irreversible undesirable changes to system data.

The Import App contains three features:

• Import Data Wizard: Contains the wizard functionality to import data from an Excel spreadsheet and to map that data to fields in the re:Members AMS system.

• Import Profiles: Contains records of past imports and allows the saving of previous import configurations as a template.

• Import Custom Fields: Contains the wizard functionality to import custom field data.