To import data to the CRM system we recommend you import data from csv files.
The safest way to import data into your CRM system is to use a csv (comma separated variable) file that uses the Really Simple Systems standard field names.
A csv file is really just a text file, but spreadsheets such as Excel understand the format and will open them. You can save an Excel spreadsheet as a csv file by using the ‘Save As’ command.
The csv file should look something like this:
Account.Name,Account.OwnerInitials,Contact.First,Contact.Last,Contact.email Frederick & Co,David,Sam,Green,samgreen@Frederick.com Galaxy Services Inc.,David,Bill,Wood,firstname.lastname@example.org The Red Company,David,Sara,Smith,email@example.com
The first row in the data file must be a ‘header row’ that defines what fields are in the data rows. Fields are declared as tablename.recordname, for example, Contact.Email declares the email address to be in the Contact record.
Custom Fields are declared in the same way using the Custom Field’s short name, so a Custom Field on the Account that has been created with the short name “CustomerCode” would be declared as “Account.CustomerCode”. Fields can be declared in any order, and can be any of the fields in the Account and Contact record as listed in the Appendix.
The header row must contain the name of the Account, Account.Name and if Contact data is being uploaded, either Contact.First, Contact.Last, Contact.Email or Contact.FullName.
Each data row must have the same number of fields in it as declared in the header row. Fields with commas in them should be enclosed in double quotes, and empty fields can be skipped, as follows:
"The Good, Bad and Ugly Co",Prospect,Samantha,Edgar,,firstname.lastname@example.org,
See Running the CRM Data Import for help on the import data process.