CRM integration with Acoustic Campaign requires a flexible (previously 'non-keyed') database. You can create a database from scratch and then manually add the field names. If you need to add several fields, it is best to complete the mapping planning template and then create a CSV file with the field names.

1. Refer to the mapping planning template.
2. After you plan your fields, copy the Acoustic Campaign Fields Display name column by using the Transpose option in Excel, and paste the copied display names into another spreadsheet. This creates the column names for the new flexible database. Save the new worksheet as a CSV file.
3. You should import a new database with a CSV file that already has the needed field names.

Follow these steps to import a new database that is eligible for CRM synchronization.

1. Log on to Acoustic Campaign.
2. Go to the Data menu and select Database > Import New.
3. Name the database and save it in the Shared folder.
4. In Choose Import New Type, select Contact Source.
5. Create a Flexible Database.
6. Select the file that contains data, and choose Upload file from a local hard drive.
7. Choose the CSV file you created.
8. Click Next to continue.
9. Select First row contains field names.
10. Select your Date format preference, which is optional.
11. Click Next to continue.
12. Verify that the New Field names do not have special characters.
13. If needed, change the Field Type.
14. Click Next to continue.
15. Click Next to save your changes. Review your database settings on the Database Summary page.

Now, you are ready to associate this database with the CRM and configure the CRM settings in the Acoustic Campaign.