Importing of Clients, Contacts & Leads
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1 Importing of Clients, Contacts & Leads The Import function can be found within the Client module of the Key. It enables client data previously input into Trigold, Mortgage Brain MBL or from other formatted systems to be imported as client or lead details into the Key. It should be noted that the import function will only transfer basic client data from the source system into the Key and should not be viewed as a full data transfer. The actual level of data imported will depend on the amount of data previously held within the source system. In order to import client and lead details go to the Client area and click on the Import button. This will list the possible import sources. This guide is split into the following sections: Import from Trigold and MBL Import from Generic File Import Creating a New Import Specification Using and Existing Import Specification Import from Trigold and MBL Click on the relevant source (in this case we will select MBL) and a list of clients held in the source system will be displayed. Select the required client(s) by ticking the relevant boxes and OK. 1 v3.6 Jun 11
2 The Select All button allows all clients held in the sourcing system to be imported into the Key in one go. NB: Care should be taken when choosing the Select ALL option as this could import a large number of clients which in turn may not necessarily contain up-to-date information. A message will be displayed when the import is complete as shown below. Click OK to proceed. The clients that have been imported will now appear in the list of clients held within the Key. Import from Generic File Import The Generic File Import option allows Lead, Client and Contact details to be imported from a number of different sources into the Key. The possible source file options are:.csv.txt Excel Access Sql Xml This guide will cover an import from an Excel spreadsheet. Where an import is required from another source and additional guidance is required please contact the Key Helpdesk on NB: Prior to undertaking any import it is essential to ensure that the source data is accurate to avoid any corrupt details being imported into the Key. Where any blank columns or rows are found these should be corrected as appropriate prior to the import being undertaken. There are two options available: Create a new Import Specification Use an existing import specification 2 v3.6 Jun 11
3 Creating a New Import Specification Click on the From Generic File Import option. Select Create a new import specification and click Next. This will display a Data Source Configuration screen. In this case we will select a Microsoft Excel spreadsheet. The specific file can be located by clicking on the Browse button. Click Next 3 v3.6 Jun 11
4 A Table Mappings screen will now be displayed. The Source column will list any worksheets that are contained within the source spreadsheet. Place a tick against the required worksheet name and the Destination options of Client, Contacts or Leads will be available. Select Client, Contacts or Leads as required and then click on Edit to link relevant fields between the source file and the Key. 4 v3.6 Jun 11
5 A Column Mappings screen will be displayed. The Source column shows the field name contained in the source spreadsheet The Destination column shows the available fields within the Key The three remaining columns of Type, Nullable and Size will be automatically completed by the Key when a destination is selected To select a field within the Key click on the dropdown arrow within the Destination column of the row required. A list of available fields within the Key will be displayed. NB: to view a list of available fields in the Key please refer to the Merge Fields Fact Find template within the Client > Documents > Template area of the Key. This document can be opened and saved and lists all client data fields held within the Key. A copy of this template can also be found on the Sesame Key website at A completed list is shown below. When finished click OK. This will return you to the Table Mappings screen. 5 v3.6 Jun 11
6 The Preview button can be selected to view a sample of the fields which have been successfully mapped as shown below. Click OK when finished to return to the Table Mappings screen. Where any further amendments are required the Edit button can be used or click Next to proceed 6 v3.6 Jun 11
7 Select the required adviser and click Next. The Run Import screen can be used to save the Import Specification for later use. In order to save place a tick in the box and click Next. In order to run the import immediately leave the box unticked and click Next (the import specification can be saved later in the process). 7 v3.6 Jun 11
8 If the import specification is to be saved enter a Description and click Finish. In order to run the import at a later time follow the Use an Existing Import Specification procedure below. If the import specification has not been saved the following screen will be displayed confirming that the import has completed and the number of records imported. The import specification can be saved at this stage by entering a Description. Click Finish to complete the import. 8 v3.6 Jun 11
9 The clients that have been imported will now be available to view in the Client > Client Search screen. To refresh the client screen click Search. Using an Existing Import Specification Click on the From Generic File Import option. Select Use an existing import specification, highlight the required description and click Next. 9 v3.6 Jun 11
10 The Data Source Configuration box will be displayed which will detail the source file used within the original import process. NB: the original source file must be used. In the event that new data is required to be import into the Key this should be added to the original source file and any historic data deleted prior to the import process being started. Click Next. The Table Mappings screen will be displayed. Click Edit to review the mappings originally created and Preview to view a sample of the fields which have been successfully mapped. Click Next. 10 v3.6 Jun 11
11 Select the required adviser and click Next. Where any changes have been made to the original import specification the Run Import screen can be used to save the Import Specification. In order to save, place a tick in the box and click Next. In order to run the import immediately leave the box unticked and click Next (the import specification can be saved later in the process). 11 v3.6 Jun 11
12 If the import specification is to be saved enter a Description and click Finish and rerun the import using the above procedures. If the import specification has not been saved the following screen will be displayed confirming that the import has completed and the number of records imported. If any changes have been made to the original import specification they can be saved at this stage by entering a Description. Click Finish to complete the import. 12 v3.6 Jun 11
13 The clients that have been imported will now be available to view in the Client > Client Search screen. To refresh the client screen click Search. 13 v3.6 Jun 11
From the Start Page click on Create New Client. Alternatively, you can click on New Client within the Browse window on the left hand side
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