Data Import and Export
PortalProdigy provides the capability to easily perform bulk import and
export of data. Quickly import existing contacts, prospect lists,
customers, members, subscribers, employees, media contacts, legislative
and regulatory contacts, experts, products, and more. The Import and
Export Manager makes it easy create to profiles mapping your data.
PortalProdigy validates and correctly formats imported data and produces
a detailed log of invalid data records. Our system also makes it easy to
perform repetitive imports and exports, allowing you to save and re-use
your profiles. Use the Import and Export Manager to exchange data with
other applications such as your existing accounting and inventory
Bulk Data Import and Export features and benefits include:
- Quickly populate your contacts and
products with bulk import.
- Import from standard comma
delimited files (CSV format).
- Export and re-import product items
and inventory information.
- Export and re-import contact
- Option to only insert new records
(new contacts or new products).
- Options to only replace missing
- Option to replace existing records.
- Easy field mapping with ability to
view the column headings and first row of your import data.
- Product import can include all
product data elements including pictures, inventory quantities, and
- Option to add values to lookup
tables or only permit pre-defined values.
- Quickly create mail merge files for
use by third party applications such as MS Word.
- Ability to export a variety of data
types including events, event registrations, members, memberships,
exchange records, orders, requests, etc.
- Additional import and export data
formats including XML are available upon request.