What
This article explains how to quickly and easily use Excel Online from within Mercury to maintain Contacts data in your CRM.
Where
Home > Contacts focus > Excel Online
How
1. Click on the Contacts focus from main Mercury sitemap over in the far left panel.
2. Select the required View that contains the Contacts data you need, then go to Export to Excel on the top ribbon menu.
3. Click on the dropdown arrow and select Open in Excel Online.
4. A smaller pop-up window will appear where you can save the file to your computer as Template:
Once you have added the Contacts details, go back to the Contacts tab and follow these steps:
1. Click on Import from Excel:
2. Select the file where you populated the Contacts and click Next:
3. You can review the settings and then click Next, or you can select to Review Mapping.
4. If you select to Review Mapping then you will see the side panel below where you can make changes via the dropdowns. If you wish, you can select the option to Ignore where any data fields are indicated with a red exclamation mark, or leave them as Default like in the example below. Finally, click on Finish Import:
5. You may get the popup message below where you can just click Confirm:
6. Click on Track Progress to see the status for Contacts to be added:
7. You will then see all your imports with their status on this view, and you can click into the import name to see which records are saved and which ones contain any failed individual lines/records:
Authored by Aqsa Shaheen - Customer Success Manager @ Mercury