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The Import Wizard is a great way to get a lot of records into CRM in a short amount of time – make sure you're using it when you can! That being said, have you ever wanted to import data that included a Time Zone? For Time Zones, the import templates require a Whole Number. Are you wondering where can you get that? We'll show you! In this example, we want to import Facilities/Equipment into CRM.
Here's how to make it happen:
2. To access the import template in CRM 2013, navigate to the Data Management Area of Settings.
3. While populating the template, note that the Time Zone field calls for a Whole Number.
5. Enter the applicable Time Zone Code value for each Facility/Equipment record on the import template and process the import file.
Time Zone Codes can be useful on Facility/Equipment, Site, or any custom field with the Type Whole Number and Format Time Zone. For more information on Time Zones and Date/Time functionality, please visit the PowerObjects blog.
Happy CRM'ing!