With ImportManager this is possible. ImportManager provides you with a powerful import tool that provides you the ability to:

• Import core data into leads, accounts and contacts
• Automatically map contacts to accounts
• Custom field mapping
• Customizable duplicate checking
• Data cleansing capability – updating fields on already imported records during an import
• Saving your field mapping to a configuration file for later use. This could be for a regular data cleaning from your data provider (e.g. Dun & Bradstreet, your ERP system or similar)

Our partners often use this tool for loading core data from a customers ERP system into their new Microsoft CRM system.

Our customers often use it to export a complete list of their leads to Excel, modify the information they need to and the import the list again – automatically updating the lead fields they changed.

Comparison chart to Microsoft CRM’s own import tool:

	Microsoft CRM 1.2	Microsoft CRM 3.0	Import Manager
Import Leads
Import Accounts
Import Contacts
Map contacts to Account
Save mapping for later use
Duplicate check during import
Update records with new information

Licensing

ImportManager is sold as a site license. This only requires you to buy one. There is no subscription required for ImportManager.

Version 3.0

ImportManager is currently in test, and is expected to be released in early 2006.


Videos:

CRM Extensions ImportManager Demo Video