Sheet 1: Data Instructions

	
	

		


		
Data Instructions:
		


	
	

		


		


		


	
	

		


		
1. Go to Data Import Tab
		


	
	

		


		


		


	
	

		


		
2. Items highlighted in RED are required fields and must contain data
		


	
	

		


		


		
The Main Screen / Common & Mandatory Field Group are generally the essential / minimal data required for any Lead.
	
	

		


		


		
JCurve recommends that you at least load this data.
	
	

		


		


		


	
	

		


		
3. Save the Excel File
		


	
	

		


		


		
This provides a back up in case errors are found in the CSV file
	
	

		


		


		


	
	

		


		
4. Remove row 1 through 3 on Data Import tab before saving CSV file
		


	
	

		


		


		
Row 1 provides a description of the fields
	
	

		


		


		
Row 2 provides hints, restrictions on fields
	
	

		


		


		
Row 3 shows Tabs within JCurve Customer record
	
	

		


		


		


	
	

		


		
5. Save file as CSV
		


	
	

		


		


		
Whilst on the Data Import Tab save as CSV
	
	

		


		


		


	
	

		


		
6. Import CSV file into JCurve
		


	
	

		


		


		
Setup>Import/Export>Saved CSV Imports
	
	

		


		


		
Select JCurve Individual Leads Mapping
	
	

		


		


		
Select your CSV File
	
	

		


		


		
Press Next to Display Data Handling screen
	
	

		


		


		
Press Next to Display the Field Mapping screen
	
	

		


		


		
Press Next Save to Display mapping & Start Import screen
	
	

		


		


		
Select RUN (not Save & Run). Ignore warning message
	
	

		


		


		
Correct & Resubmit errors
	
	

		


		


		


	
	

		
Note :
		


		


	
	

		


		
Use this template to load
		


	
	

		


		
a)
		
Leads for Individuals ONLY