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Uploading Data Using the Data Import Wizard

After you have mapped the columns for each of your worksheets, you will be ready to upload your data.

To upload your data using the Data Import Wizard:

  1. Click the Finish button on the Import Process page.

You will receive a pop-up window asking you to confirm the import process.

  1. Click the OK button on the pop-up window.
    The Finish button will change to the Wait button and your screen will update as the import process takes place.

Your data import is now complete and the records you uploaded are available in netFORUM Pro Pro.

Enabling the LinkWorkAddressDuringImport system option will automatically check the link address check box in the individual record. This will link the primary organization's business address to the individual's primary address during the import process. Be aware, if the organization the individual is linked to does not have a business address specified, the individual will still be imported and linked to that organization however the link address check box will not be checked and the primary address for the individual will be used.

After the data import process is complete, your screen will update with the All Done! message and the buttons will refresh presenting you with the Start New Import button. Clicking this button will allow you to set up an additional data import.