Importing Leads and Contacts into CRM as a Service? Read This First
Hey TeamsWork Community! đź‘‹
Starting fresh or moving your data over to CRM as a Service? You do not have to enter everything one by one. Just upload an Excel or CSV file and your leads, contacts, and organisations are ready to go. Here are a few things worth knowing to make the import go smoothly.
Clean your data before uploading. Remove duplicates, fill in missing fields, and delete columns you do not need. Keep your file under 25 MB.
Access the import feature from the left toolbar. Click the ellipsis icon on the left toolbar and select Import. This is where you upload your Excel or CSV file.
Map your columns carefully. Match your spreadsheet columns to the right CRM fields. For leads and opportunities, Contact Name or Organisation Name is required.
Tags and followers cannot be imported. These need to be added manually from inside the app after the import is done.
Handle duplicates during the preview step. Before finalising, you can choose to merge or keep duplicate records as separate entries.
The import may take a few minutes. Click Finish and come back later. Your data will be ready once the process is complete.
For the full step-by-step guide, check out how to import your data into CRM as a Service.
Have you tried importing data into CRM as a Service? Share your experience or questions below!