One of the things we frequently get asked by our customers is; “Is there a way to import my existing data into MIDAS?”. Well, we’ve listened to you, and have now released an easy-to-use import tool to allow you to do just that!
Using our free import tool, you can import client data into MIDAS v3.00 or later, that is either in a .csv (Comma Separated Values), or a .txt (Tab, or other character, Delimited) file format.
This means that provided your 3rd party application allows you to export client/contact data in one of these formats, you can easily import it directly into MIDAS!
You can also use our import tool to import data directly from a spreadsheet application, such as Microsoft’s Excel!
We’ve even given you the option to replace, or simply add to your existing client data when importing new data!
Here’s a few screenshots of the new import tool:
For further information, and to download our free import tool, please see our How do I import client data from another application into MIDAS? knowledge base article.