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Miscellaneous

Importing data

Currently you can import leads and customers into the CRM via .CSV file.

The process for this feature is the same for leads and customer only the fields are different.

Ex. importing data from .csv file for customer.

Go to Customer from the main menu and click Import Customers

All importable fields will be listed as table including custom fields (if any) added at the end. This table is also a pointer how your .csv data should look and you will need to reorder your fields from any good .CSV editor.

You can download sample .csv file by clicking on the top button while you are in the import view DOWNLOAD SAMPLE.

The first line of your CSV file should be the column headers as in the table example. Also make sure that your file is UTF-8 to avoid unnecessary encoding problems.

When importing customers if any duplicate emails found wont be imported.

To test this you can also simulate import by clicking on the button Simulate Import, in this case no data will be inserted into the database only will be shown the messages, data and total rows which will be imported when you click Import without simulating the import. You can also test in the demo this feature before purchasing to check if will fit for your data.

Its not recomended to import .csv file with more then 500 rows inside. You should split the import process within multiple files

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