Data matching during import

JBA CRM makes it possible to import data from other data sources in csv format. As CRM has database relational structures, a lot of relations can be lost when importing data from csv.
To avoid this, JBA CRM has a matching function, which is activated during the during import. The data/information you want to import will automatically be checked for matching selection lists and connected in case of a match. For instance: if you want to import a contact and the Contact type is "Mr."; the CRM will search in the contact type table for a match on Mr and add the record id to the information of the contact and this will be shown in the frontend as 'Mr.'. This also applies to other types, such as 'types of accounts, types of services, etc."


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