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.
add-files-to-import
  • It’ll now open a new page.
create-file-to-import

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.
upload-file-import-to-joforce
  • 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.
skip-duplicates-while-import
  • 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.
more-settings-import-to-joforce
  • Click Next.

Field Mapping

Map the XSL field with the appropriate JoforceCRM fields.

  • Provide a name to the import.
give-a-name-to-import
  • Select your previously saved mapping from the ‘select saved mapping’ dropdown.
select-previously-saved-mapping-template-to-import
  • It automatically maps all the fields. You can also change the mapping for the field if you require.
automatically-map-the-field-to-import
  • 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.
save-mapping-template
  • Click Import to proceed importing.