Importing Records – User Guide
Importing Records
To import person records into your CRM, first navigate to the People module and select Import People.
You’ll need to upload an Import File with all the data you’d like to import. There is a csv template to download for you to use and set up your records. Once done click Choose File and then locate your import file. Leave the bottom option on create new records only and click Next.
On the next step you can View Import File Properties if you need to. If you’re happy with everything click Next.
On the next screen make sure the fields under the Row 1 heading match with what is in the drop down under the Module Field. Then scroll to the bottom and click Next.
The next screen will ask which fields you would like to use to check if the record already exists in the CRM. Usually we would use Email Address but you can use any of the Available Field options. Click on the option and drag it left to the Fields to Check column and then select Import Now.
It will then start the import and bring up a progress bar. Once it has finished you will get the below completion screen where it will tell you if there were any errors or duplicates found and give you a list of all the People and Organisations it has imported. If for any reason something goes wrong, you can click the Undo Import button to remove everything that has been added and start again. If you’re happy with everything click Exit.
Importing Organisations and Leads
You can also import records via the Organisations and Leads modules. To import navigate to the module that you’d like to import the data to and select the Import option. Once selected, the process to import is the same as importing people records.
