Companies should be the first data set that you import when getting started with Base Builders. You can download the template from within the application under Data Import. This data will go into what we think of as your Address Book. The Address Book is made up of four sets of data, Companies, Contacts, Addresses, and Numbers. Each Company can have an unlimited number of linked Contacts, Addresses, and Phone Numbers. When importing you will only be able to import one address and two numbers - additional numbers and addresses can be added later. There is another spreadsheet that will be used to import your Contacts.
Each column of the spreadsheet is pre-mapped to data fields within the Base Builders system. You are welcome to leave columns and/or cells blank but do not delete or add any columns. Simply copy your data from whatever system(s) you are currently using and paste it into this spreadsheet. Keep the header row with field labels, they will be used to check the field mapping when importing.
Before you do the import we recommend that you carefully review your data and purge out possible duplicates. If you gathered your data from multiple sources it is quite likely that you will need to do a bit of cleanup. Be careful about the company name, this data will be used to match your contacts with your companies.
Category: The Category column is used to assign a discipline or category to each company. This makes it easy for you to search for companies. It is also used when reporting on projects so you can see which client types are your most profitable. If you were thinking that you would have a category called Client, we recommend that you use more specific titles that could classify your clients into different segments.
Need assistance? Give us a call at +1 (775) 852-3000 and we will cheerfully assist you.