How to work with SmackImport module

Initially, you need to prepare a XLS file with Joforce module fields and record values to import on the selective module in Joforce.

Import via Supreme Import Extension

If you have created a .xls file you can proceed to import.

• Go to Tools → Supreme Import.

• Select ‘Add Supreme Import’ to create a new import.

• It’ll now open a new page.

Upload File

• Here choose the module where you need to import records.

• Click ‘Select from My Computer’ and upload .xls file from your desktop.

• Once you have uploaded your .xls file, it’ll auto-populate fields like ‘File Type’ and ‘Has header’.

  • File Type- shows the type of file you upload.

  • Check the ‘Has header’ checkbox if your .xls file has headers. The header is mapped with the corresponding JoforceCRM header.

• Duplicate Handling

  • Enable the duplicate handling if you want to check & skip duplicates while importing the records in JoforceCRM.

  • Once you enable it, choose ‘Skip’ in ‘Duplicate Handling’ dropdown to skip duplicates if it is found.

  • Select fields from the dropdown of ‘Fields to be matched on’ to check duplicates for those fields.

• In ‘More Settings’,

  • Enable trigger workflow - to turn on trigger workflow of the module.

  • Enable create picklist values- create a new picklist value if there are more values for a field.

• Click Next.

Field Mapping

Map the XSL field with the appropriate JoforceCRM fields.

• Provide a name to the import.

• Select your previously saved mapping from the ‘select saved mapping’ dropdown.

• It automatically maps all the fields. You can also change the mapping for the field if you require.

• Set the default value for mapping.

• To save this mapping as a template for future use, simply enable the ‘Save as Custom Mapping’ checkbox and provide a name to it.

• Click Import to proceed importing.