12.1 Sales ERP/CRM File Merge

1. From the Home page Select Territory Management

Select- File Merge

Select- Sales ERP/CRM File Merge

Select- Import ERP/CRM Files

2. Upload ERP file

3. Upon successful import:

a. Starting with the Column 1 dropdown window, link top Pivot Columns with the appropriate Data Columns

b. After linking PIVOT columns, click NEXT

4. Upload CRM data file

5. Upon successful import of CRM data:

a. Starting with the Column 1 dropdown window, link top Pivot Columns with the appropriate Data Columns

b. Complete linking columns and click NEXT

6. Successful import of ERP and CRM file will allow for ProsPivot Data Analytics

7. From the Home page Select Territory Management

Select- File Merge

Select- Sales ERP/CRM File Merge

Select- Saved ERP/CRM File

8 Download the saved ERP/CRM File. This becomes the merged file for both data sets

9 Save file to your desktop