Importing your data into Simply Stakeholders is fast and easy!
As long as you have your data organised into different columns in a spreadsheet, it doesn't matter what your column is called. Our data import works by allowing you to map and align your own data to match the fields in Simply Stakeholders. This means you don't need to worry about renaming your columns. If they do match, these columns will automatically be matched. You will have the opportunity to remove these matches by clicking the 
button.
For example, if your file has a column titled "Business" where you list all of your stakeholder's company or firm's name, then you already know you want this field to be mapped to Organisation.
The fields that can be imported into Simply Stakeholders are:
Stakeholder import:
Full Name
First Name
Last Name (First & Last name fields not applicable if you use Full Name)
Customer ID (This would be a unique ID that you use for the stakeholder)
Title
Email
Mobile Number
Website URL
Organisation
Position
Contact Group
Address Line 1
Address Line 2
City
Post Code
State
Country
About
Interest
Influence
Impact
Custom Fields (as many as you have set up in your account)
Interaction import:
Subject
Method
Direction
Communication Date
Communication Time
Document No
Message
About
Reference Number