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How to import accounts?

If you already have data stored in another format (e.g. spreadsheets, Outlook, another CRM system) you can import the data in bulk to your CRM. You will need to prepare your data as a .CSV file or Excel file. If you use any specific terminology to describe your data fields you may also want to read up on Custom Settings for your CRM.

First row of your data file must be a header row. This will help the CRM to match the import. Remove fields you don't need and check on duplicates. If you need custom fields to import. Be sure you will create first custom fields before you import your file.

Steps to import accounts

  1. Go to Settings
    Settings icon.png
  2. Navigate to Data Management tab and click on Import Data.
    Import datamanagement.png
  3. You will see this screen:Import-upload.png
    • Choose Your Default Fields
      Choose an owner and fill in a name for your source. 
    • Upload Your Data file
      Choose the correct format when you use dates in your import file. And drag and drop your file or click to upload.
  4. CRM will automatically match the fields, but you can edit this with the dropdown. You can also choose don't import if there are any fields in your file you won't import. Click Next when you are done. 
    Import_matching.png

  5. During the import, the CRM will automatically search for duplicate data records in the file you are importing and any existing data in your CRM system. Use the presented dropdown options to select how the CRM will identify duplicate information.

    When reporting duplicate records the tool only compares the data in the data file to the existing CRM database. Duplicates within the data file are not recognised until the import preview, and will then be either applied or not as determined by the tick boxes on the page.

    Duplciate data_video.png
    Multi-line custom fields
    If you have Multi-Line Custom Fields set up in your CRM system you will also see an option for whether you want to allow 'new' values ​​to be added to a multiline CRM field with a number of predefined possible values.
    Append-multiline-data-1.5.png
    Click the tick the box if you want your imported data to append your Multi-Line records.

    Click Next.
  6. The CRM will now review your data and present you with an import preview. The preview will display the number of new records and/or updated records to be imported.
    Import preview.png

    If you are happy with the data in your import preview, click the tick boxes to confirm the data is to be added into the CRM system and click Import.

  7. The CRM will now import your data and confirm completion.
  8. Press Finished and your data import is now complete.
    Finished.png

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