Solution:  Sage CRM  |  MODULE:  CRM  |  INDUSTRY:  ALL
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What is Import Routine?

Do you have regular data that needs to be entered into your CRM software?  Does this data entry tie up the time of your staff and sometimes lead to errors?  We understand how tedious this process can be, especially if you have a mountain of data.  We have developed a tool that will allow you to import your recurring data into your CRM database with a click of a button.

The Import Routine once configured to your unique process, will take the source file (CSV, Excel, SQL table) and will run your process, from verifying the data to pushing it to the correct fields in your database automatically.

 

Reduce Data Entry Errors
Increase Efficiency
CentralizedData

 

This tool has saved tremendous time for us, eliminating all of our data entry calculations and errors that we have previously dealt with. We can now generate our invoices quicker and provide them to our clients with ease.

BAASS Import Routine

Features

  • Reduce mapping and parameters headaches by setting the import requirements at setup and not needing to remember and action them every time you import a file.
  • Import your data seamlessly and on your schedule with a click of a button.
  • You data is mapped and calculations are done automatically

Benefits

  • Fully automated import process allowing you to eliminate tedious manual data entry
  • Import as much or as little data as you need with less time and resources.
  • Data is verified to reduce errors and a log is generated for auditing.
  • Staff has on-demand access to all daily services

Request More Information

If you are interested in Import Routine and or have any general questions or comments, please click the button below to request further information or to share your comments with us.

More Information
Pricing & Implementation Request

Meet our CRM Development Specialist

Zainab 2

Zainab S.

With over 20 years of experience, Zainab has a wealth of knowledge in all areas of business technology. At BAASS, she is the CRM Practice Leader, working with clients and prospects to understand their unique business process. She is the architect and manages the implementation of small to large solutions in the CRM space. Zainab is a Sage CRM Certified Engineer and Microsoft Certified Technology Specialist (MCTS) with a Master's Degree in Statistics.