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The standard Aptify installation can import Person and Company information from a tabdelimited tab delimited file, a comma separated values (CSV) file , and an Excel spreadsheet. An administrator can review the details of these import formats in the Campaign Import File Types service. See About the Campaign Import File Types Form for details.
Note that each supported file type expects a particular set of fields in a specific order, but this can be modified when a user runs the Campaign List Import wizard to match the specific format of the import file. Also, a developer can create additional file types as needed, depending on an organization's requirement. Refer to the documentation on the CampaignListFileReader interface and the Aptify.Applications.Campaigns.ListImport namespace in the Aptify 5.0 Software Development Kit (SDK) for details.
Follow these steps to run the Campaign List Import wizard to import campaign prospect data into Aptify:
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