You can import a list of Leads or Prospect Accounts (depending on your permissions). When you import accounts in to Monarch, the following fields will be included in the Account’s Profile: Account Name, Address 1, Address 2, City, State, Zip, Phone, Fax, Website.
- The Import file must be in a .csv format and must also have column headers. Please reach out to Matrix Support for a .csv Template that is already formatted with the correct columns, if you do not want to create your own.
- The Account Name and Salesperson is required, and must be present in the file being imported.
- In the Salesperson Field, you need to have the name format as it appears in Monarch. Usually it is LastName, FirstName.
To import Accounts into Monarch:
1. Select Accounts in the Navigation Panel, then click the Import Accounts button. The Import Accounts dialog box displays.
- Depending on your permissions, you may be asked which type of Account that you wish to import, Leads or Prospects. Read the description about each on screen in order to determine which is right for you and then click Next. If you do not see this screen, proceed to the next step.
2. Click the Choose File button at the top of the dialog. Locate and select the .csv file in your computer.
3. Choose one of the following options, as appropriate:
- Update Existing - Uses the import data to update existing account records only if a field is blank in Monarch. Existing information will not be overwritten. If a matching account cannot be found, a new account will be created.
- Overwrite Existing - Uses the import data to update every field in matching accounts, regardless if a field previously had information in it. Use this option with caution.
- Create New - Creates new accounts from the import data and ignores any changes to accounts already existing in Monarch.
4. Click the Next button.
The Account field names (as they appear in Monarch) display on the left, and the imported field names (from the data file’s column headers) display in drop lists on the right. Monarch will attempt to match the field names appropriately, but it is your responsibility to ensure that the fields accurately match. If necessary, use the drop lists on the right to match the fields appropriately.
5. If you wish to add a Tag to all of the accounts that will be imported, click in the Tag field and type the Tag. Either select an existing Tag from the list (if one appears), or create a new tag by pressing Enter (on your keyboard).
6. The same applies for the Source field. Click the drop down and select a Source to be applied to all Accounts.
7. Click the Next button in order to pick which Outlet(s) you wish to apply to each account being imported.
- Like Source and Tags, the same selected Outlet(s) will be applied to all Accounts within the import file
8. Click Next and the dialog will go away.
9. You will see a green message appear in the upper right of your screen letting you know that the accounts are being processed.
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