Spreadsheet Mappings

What are spreadsheet mappings?

You can load mortgage values into eKeeper CRM using values contained in a spreadsheet. This spreadsheet can either contain details to create a new mortgage or to update an existing one. 

Before you can do this you need to tell eKeeper CRM where the spreadsheet values should go when the spreadsheet is loaded.

This list on the Spreadsheet Mappings settings page, shows all the different spreadsheet formats on your system. You need to set up one of these for each type of spreadsheet you want to load into the system. 

For each one go into the List Mapping option to define where the data should go.