Home → Integrations → Quest → Importing Quest Downloads into RubiCRM
4.5. Importing Quest Downloads into RubiCRM
To import/upload your Quest Download data to RubiCRM open RubiCRM and navigate to Main Menu > Data Management > Imports.
If the section is not open already hover over the section icon () and open the section named Import Quest Downloads.
This will open the Import Quest Downloads section.
To upload your Quest Download Excel file click the upload icon (). This will open the below popup allowing you to drag and drop the Excel file or by clicking selecting one which will open your file explorer for you to select your file.
Once you have uploaded the file RubiCRM will tell you if the file has uploaded successfully or if there have been any failures. Please continue to the bottom of the page if your import/upload has resulted in failures.
If there have been no failures your popup will read Import Complete.
You will be able to view the Quest Downloads against the record in RubiCRM by navigating to the record's Activity page. More on the activity page can be found on the related page.
Failures when importing/uploading Excel file
If when you upload the file you receive a failure you will be given the option to "click here to view the document".
By clicking here in the popup you will download the Excel file whereby you should open the document to discover the failures highlighted. If you Enable Editing of the document and hover over the highlighted red cell the document will tell you what the issue is.
You can then correct the issue before reimporting/reuploading the file only containing the rows that failed to import/upload. Please find attached to this page an example of a returned Excel file with a single failure.