Importing meetings in my own (CRM) administration system

Owned by Dennis Speet [Administrator] (Unlicensed)
Last updated: Sept 29, 2015
1 min read

Problem

Can I import a selection of the ICCA Association Database in my own (CRM) administration system?

Solution

It is possible for ICCA members to import data into their own system, but keep a few issues in mind.

In the ICCA Association Database Online you can search for meetings.

After you have made a selection, please make sure to check the records carefully before you export the data.


Notes:

You can export up to 500 meeting profiles or meeting editions per selection. When the selection exceeds 500 records a notification will appear in the Export screen to limit the selection by applying more criteria or filters or export the first 500 records.

You cannot export general meetings profiles (also called 'Series') with their meeting information linked to it (or vice versa).

You can only export the data, not link to it.

The format of the export and the names of the fields is described in the User Manual.

Note that ICCA has no API available.

 

Before you import the data into your own CRM system, make sure to double-check it in a database programme such as MS Excel or MS Access or check if the CRM you are using has this functionality. You may also need to change the format of the database into the one required by the CRM system.

 

Many CRM systems allow you to import the data and double-check the records against what is already in your own system, to avoid having duplicates. Make sure to check with the CRM software company what the possibilities of importing and de-duping are.