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13) EXISTING CUSTOMERS IMPORT

SUPPORT

Expanded Setup Guide

EXPANDED SETUP GUIDE INTRODUCTION
1) CONTENT MANAGEMENT
  • a) Customer Cancellation Reasons
  • b) Dealer Numbers
  • c) Funders
  • d) Managing Message Campaigns
  • i) Creating Message Campaigns
  • ii) Customer Objects
  • iii) Tech Schedule Objects
  • iv) Sale Schedule Objects
  • v) Customer Note Objects
  • vi) Customer At Risk Objects
  • e) Partner Companies
  • f) Warranties
  • g) Titles
    • 2) GETTING TO KNOW PERMISSIONS
  • a) Sample Permission
  • b) Admin Section
  • c) Customers Section
  • d) Lead Section
  • e) Report Section
  • f) Roles Restriction Section
  • g) Schedulers Section
  • h) Ticket Section
  • i) Conclusions
  • j) Permission Duplicator
    • 3) SETTING UP OFFICE LOCATION
    4) CREATING A USER
  • Customer View Limit for Sales Reps and Technicians
    • 5) ADDING EQUIPMENT VENDOR
    6) ADDING SOME EQUIPMENT
    7) CREATING EQUIPMENT PACKAGE
    8) CREATING PARTNER COMPANY, LEAD SOURCES, CAMPAIGNS
  • a) Sells Lead To You
  • b) Sells Customer To You
  • c) Buys Lead From You
  • d) Buys Customer From You
  • e) Self Generated Leads
  • f) SecurityTrax Access For Partner Company
  • g) Lead Campaigns
    • 9) CREATING TEST ACCOUNT
    10) LIFE CYCLE OF AN ACCOUNT
    11) GLOBAL SETTING
  • a) Global Setting, Form Defaults
  • b) Global Setting Notifications Management
    • 12) LEAD IMPORT
    13) EXISTING CUSTOMERS IMPORT
  • Customer Notes Import
    • 15) EQUIPMENT IMPORT

    We're excited to get you transitioned over to SecurityTrax! A big part of the transition is importing your existing customers. Below are some best practices and steps to most effectively and affordably complete a customer import. We invite you to read this document in its entirety before exporting any of your existing data. Skipping steps or rushing through this process will only result in extended delays; imports for both large and small data sets can be complicated.





    Best Practices

    - Provide a point of contact at your company who is familiar with your current customer data set. Create a SecurityTrax Ticket which includes all relevant contact information.

    - A template to perform the import will be provided to you:

    - Please do not change the template file. The import will not work correctly if it's modified

    - Headers and header definitions are provided in the template

    - Don't alter the column headings on the template

    - Don't add or subtract columns to the template

    - Double and triple checking your data on the template referenced below will help minimize issues. SecurityTrax will NOT be accountable for the content provided for the import

    - A cost estimate for developer hours will be provided once your file(s) have been reviewed





    Steps For Import

    Prior to exporting any customer data from your existing system(s), please complete the following:

    After you've completed the steps above, proceed to the following: