Data Import - Types of Records That Can Be Imported

Overview

The page outlines importable record types in SmartOffice CRM. The system supports direct import of six primary record categories: Activities, Contacts, Businesses, Advisors, Agencies, and SmartPad.

Primary Record Types

• Activities
• Contacts
• Businesses
• Advisors
• Agencies
• SmartPad

Specialized Import Types

Additional record types have specialized import processes documented elsewhere in the help system, including:

• Advisor payouts and split commission payouts
• Candidates for recruitment functions
• Commission data for speed receipt entry
• Employee census members
• Event invitees
• Group policies
• Investment securities
• Illustrations for commission projections
• Leads
• Policies and policy riders

The page references a separate help topic ("Data Import - Import Process") that provides detailed instructions for executing imports of the primary record types.

• [

](#top)