Importing Data

<< Click to Display Table of Contents >>

Navigation:  Trouble Shooting  >

Importing Data

The Next Button is not click-able

Chapter 9 Troubleshooting Import Data Step 1

 

Whether you are importing Zip, account, or sales rep data you always need to drag the zip code (fips or post codes) in order for the Next button to become active. As soon as you drag the zip code from the left to the right you will notice that the button becomes an actual button that when clicked will bring you to the import summary screen.

 

Chapter 9 Troubleshooting Import Data Step 2

 

 

Trying to Import Accounts But all I see are colored Post Code Shapes

This issue comes about when you have only imported zip code based data and not accounts. This is normal and you have not done anything incorrectly. You simply need to import account data in order to display the accounts on your sales territory map.