How do I import a file into the system in Campaign Management?

1. Select either the Companies or Campaigns node in the CM navigation tree.
2. Open a company or campaign either by searching or expanding a company/campaign name in the navigation tree.
3. Click the “Importing” option.
4. Select the “Add a new import” link.
5. Select the type of file you would like to import via the Import Type dropdown.
6. Select the First Row Header field if your tab delimited file contains a header row.
7. Complete any sorting or filtering options.
8. Browse to locate the file and then click the “Save/Update” link.

Note: Make sure the Excel is closed. The import will not process if this program is open.