How do I use a Data Grid Loader template to load data?

Once an admin configures a Data Grid Loader configuration record, business admins can use the Data Grid Loader via the CRM Desktop (Windows) app.

To use the Data Grid Loader:

1. Select the Data Grid Loader tab from the CRM Desktop (Windows) app.

   • An existing Data Grid Loader configuration record is required to display the Data Grid Loader tab

2. Select the template’s corresponding Download Template option.

3. Populate and copy the template values.

4. Select the template and select Open.

5. Paste the template values into the upload window.

6. Select the Data includes header row, if applicable, to ensure successful data validation.

7. Select Validate Data.

   • After validation, a Status column appears to indicate which rows are valid and which have errors.

8. Select Upload to CRM.

Remember, data cannot be edited directly inside the Data Grid Loader window. If the validation step reveals errors, you can either continue to load the valid records, or you can select Clear Data, return to your Excel spreadsheet to make corrections, and then copy/paste the entire data set again.