This products imports mailing lists from RIA(Registered Investment Advisor) into Microsoft CRM. It would likely work with any mail list. It will intelligently load a list and graphically show you how it will import the list into Microsoft CRM.
Some accounts exist for multiple contacts and some contacts or accounts may have already been imported. This tool will simply show you duplicated and ignored data along with the data that will be imported.
Registered Investment Advisor Import
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Browse to the list and then press the load button to load the spreadsheet to the window:
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Load the data into the form.
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The records are ready to process.
Green records will be imported. Grey records are duplicates and will be ignored. |
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The results!
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