WP Issues CRM provides a robust, transparent and powerful upload facility that works well on servers of all sizes.
When uploading activity records pertaining to multiple issues from an input file, care must be used to understand how the issue field is being mapped.
WP Issues CRM gives you full control over whether uploaded constituents will be considered to be new constituents or to match existing constituents in your database and offers multiple match strategies to avoid introducing duplicate records.
All data for uploads is validated according to the same rules that apply when data is input through a WP Issues CRM save/update form.
Overview WP Issues CRM validates input data on multiple levels while giving you considerable flexibility as to the quality and file format of data that you choose to import. WP Issues CRM considers the following questions as it looks at data that you have uploaded and are planning to save in the database. The upload […]
WP Issues CRM expects upload files to be in .csv or .txt format or a similar format that includes rows of values separated by a delimiter.
The WP Issues CRM Upload function supports upload files in many layouts.