You can import bulk records of Company Accounts and Contacts as well as historical data, e.g. your past sales data and activities/events. If you have data fields that do not match the standard fields in your CRM you can add Custom Fields.
We recommend editing/cleaning your data file before the import. Check your data is consistently appearing in the correct columns so they can be mapped to the correct CRM field.
To import your data it is best to prepare it as a CSV file using the template provided below.
Example data import file:
Here’s a spreadsheet template that you can download and use:
Data field names
The following fields can be used in the data import module to match your data:
Company Account Fields
Account.Name
Account.AddressLine (*)
Account.AddressCity
Account.AddressCounty/State
Account.AddressPostcode/Zip
Account.AddressCountry
Account.Phone
Account.Fax
Account.Website
Account.Type
Account.Sector
Account.Revenue
Account.Employees
Account.Source
Account.OwnerInitials
Account.Notes
Contact fields
Contact.Salutation
Contact.First
Contact.Middle
Contact.Last
Contact.email
Contact.JobTitle
Contact.Department
Contact.Manager
Contact.Assistant
Contact.Phone
Contact.Home
Contact.Mobile
Contact.Other
Contact.Fax
Contact.Notes
Contact.DecisionMaker
Contact.Hold
Contact.AddressLine (*)
Contact.AddressCity
Contact.AddressCounty/State
Contact.AddressPostcode/Zip
Contact.AddressCountry
(*) Addressline – can be in separate columns i.e. Addressline1, Addressline2, Addressline3
Custom fields
Custom Fields can be imported using the name specified in the ‘short description’ on the Custom Fields page, see Settings then System Settings.
Advanced Import
You can also import fields from Tasks, Activities, Opportunities, Opportunity Lines, Cases and Campaigns. Check the Custom Field definitions for the field names.