1. Imports - Import Data

Note: to create a more accurate customer file, always include a VIN when possible. If a VIN isn't included, all imported customer numbers will begin with a -2.

Before you can begin

• You must have access granted to import files through fetch. To ensure you have access, see your administrator. They will need to go to Administration->UserSetup, and select the user. Then, go to UserDefaults->Options->DealermineAccess, and check Fetch->ImportData.

Before you begin

1. Delete blank rows.

2. Delete garbage data. 

3. Ensure there's only one header row with the column names. 

4. Save the file as a CSV (Comma delimited: it cannot have commas in the data).

Import

1. To import, select tabs Fetch-> Import Management->Imports, and click Import. 

   1. Presented on the screen is the Import a file popup:

      • Step 1: Select the Store and Branch.

      • Step 2: Select a template from the Template Name drop down, or click Create New Template (see steps below for Templates)

      • Step 3: Click Preview File. This preview displays all the records being returned for the Template selected.

      • Step 4: Key the Import Name in the correlating text box. Add a Description if necessary.

      • Step 5: Save Your Import Data, click Save or Cancel.

   2. The file can now be queried in Fetch.  Switch Source to "Import Data" to create a new query.

 Templates

1. To create a template, select tabs Fetch-> Import Management->Templates, and click Create New Template.

2. Presented on the screen is the Configure Fields popup.  

3. Select Read Columns from File. Browse to the file->select it, and click open.

4. Select the File Type. Note: for Imports select File Type Import Data; for Product Plans (see Product Plan below), select File Type Product Plan.  

5. To link columns from the user's file to Dealermine, select: a field from Columns in your file and a field from Available Field, and then click the Link icon. The linked fields display under the Template fields selection box.

6. Click Save, and presented on the screen is the Save Template popup. Key in the Name and Description in the correlating text boxes. Clicking Cancel brings the user back to the Configure Fields Popup.

Note: clicking Restore Defaults clears the records that were linked and displayed in the Template Fields selection box. Clicking Cancel clears the window from the screen.

Click here for information on importing a Product Plan