Database Import
In this quick tutorial, you’ll learn how to import your existing database into Marcom Robot.
Why Importing Your Existing Database into Marcom Robot?
if you've previously used a marketing automation or customer relationship management (CRM) platform, or if you’re in the process of switching to Marcom Robot, you can seamlessly import your existing data (leads, contacts, accounts, and more) into Marcom Robot to leverage its powerful marketing and sales automation capabilities
How to Import Your Existing Database into Marcom Robot
Step 1: Navigate to Setup
Log in to Marcom Robot and click the “Setup” icon in the bottom left-hand corner. A Setup menu will appear.
![](https://cdn.prod.website-files.com/5dc6414c11520e78a3e037e2/664e95a5846352fd30678305_Setp_1-Website_Tracking.png)
Step 2: Start a New Import
Click the Data Import section of the Setup menu, and then click Start New Data Import.
![](https://cdn.prod.website-files.com/5dc6414c11520e78a3e037e2/66500d919987d5c53686b6e9_Step_2-Data-Import%20(1).png)
Step 3: Complete the Details of Your Import
Fill out the following details. Once finished, click Continue.
- What objects to import: What are you importing - leads, contacts, accounts, or something else? Please make your selection here.
- How to Import Records: If you’d like for the system to create new records and update existing ones, select Create and Update. The system will automatically scan your database and update existing records as well as create the records that you haven’t had in your CRM or marketing Automation platform. You can also select Create New Records–all (new records will be disregarded.
![](https://cdn.prod.website-files.com/5dc6414c11520e78a3e037e2/66500dc472ae748fe665f88b_Step_3-Data-Import%20(1).png)
Step 4: Upload Your File with Data
Click the File with Records field, attach your file, and click Continue.
![](https://cdn.prod.website-files.com/5dc6414c11520e78a3e037e2/66500de7a56d29b2bf1cbec6_Step-4-Data-import%20(1).png)
Step 5: Map the Fields in Your Imported Records to Marcom Robot Fields
You’re almost done! You only need to map the fields in your file to Marcom Robot Fields. Simply choose proper names from the list and click Continue.
![](https://cdn.prod.website-files.com/5dc6414c11520e78a3e037e2/66500e02ecf05e0fe04bb30d_Step-5-Data-Import%20(1).png)
Step 6: Give Your Import Project a Name and Start the Upload
Finally, give your import job a name and click Upload once you’re ready.
![](https://cdn.prod.website-files.com/5dc6414c11520e78a3e037e2/66500e5a71b83fe6db029f7b_Step-6-Data-Import%20(1).png)
Something’s not working out for you? Contact us, and we’ll provide all necessary assistance.