You can mass import records from Salesforce or Dynamics easily. If you are not signed into your Playbooks account you will be prompted to when you attempt to import the records.

Salesforce

  1. Sign in to Salesforce
  2. Choose a List View or create a List View with the criteria and filters you need.
  3. Select people - Once you have your list you can pick and choose which ones to import by clicking the checkbox next to the people you want to import. You can click the checkbox next to "Action" at the top of the list to select them all at once.
  4. Import to Playbooks - Now all you have to do is click the green "Add x to Playbooks" button (where x is the number of records selected). Playbooks will then begin importing the records and will notify you if information is missing or duplicates are found. When key information is missing you have the option to add it in the Playbooks extension before the import completes.
  5. Assign People to Plays - You will have the option of adding your new people into an existing play. This will enroll everyone imported in that group so it is a good idea to mass import groups that you want enrolled in the same play. You can skip this step to assign them to plays later (recommended if you want to assign different people from the import to different plays). Select the Play and click Finish to enroll them now or click Skip to enroll them later.

One thing to be aware of is if you select records on a List View, then change the sort order causing records to shift to other pages of the List View, Playbooks will only recognize the records selected on the visible page. (See video below for demonstration.)

Dynamics

  1. Sign in to Microsoft Dynamics
  2. Choose a list to import from - In Dynamics navigate to a list of leads or contacts (or create a new personal view) you wish to import from.
  3. Select people to import - Click the checkbox next to the people on the list you wish to import. You can click the checkmark at the top of the list to select all.
  4. Import to Playbooks - Click the green "Add x to Playbooks" (where x is the number of records selected). Playbooks will then begin importing the records and will notify you if information is missing or duplicates are found. When key information is missing you have the option to add it in the Playbooks extension before the import completes.
  5. Assign People to Plays - You will have the option of adding your new people into an existing play. This will enroll everyone imported in that group so it is a good idea to mass import groups that you want enrolled in the same play. You can skip this step to assign them to plays later (recommended if you want to assign different people from the import to different plays). Select the Play and click Finish to enroll them now or click Skip to enroll them later.

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