CMap Mail Project Import Checklist

Here is your preparing for your project import checklist to follow. Make sure you have checked or completed all items before starting.

(Press Ctrl+ P to print a physical copy of the checklist):

To do/check	Completed?
Import Tool Do you have the password needed to access the import tool? (The website that hosts the import tool is password protected. Your CMap Mail Consultant will give you this password.)
Microsoft 365 Global Admin  Has the import consent been approved by your Microsoft 365 Admin? If you are unsure, contact your CMap Mail Consultant.
Integrated Platforms  Are CMap Mail & PSA linked via our integration?
Windows Machine Do you have a Windows machine to run the import? (The import tool is not compatible with Mac machines).
CMap Mail CMap Mail will need to have been fully installed before you start this process.
CSV File Your CMap Mail consultant will have provided you with a CSV file that contains your CMap project information, including the project IDs. It is important you have this CSV before you start this process.