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Vast Action Crm Csv Upload Custom Delimiter

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amoCRM supplies yous with an awesome feature for your business – Import. If you've just started using amoCRM and want to upload your client base to our organisation, this is an amazing selection for y'all. Virtually online services take an export feature that takes a client base and turns it into an xls or a csv file. You lot can import that file to beginning working with amoCRM without whatever delay.

Let'south take a await at how to prepare a file to be imported and get the information successfully into amoCRM.

Preparing a file to exist imported

First, let's talk about the format and structure of the file you volition be importing. Please make sure your file follows the requirement below before you lot start:

  • The format of the file should exist xls, .xlsx, .ods or .csv.
  • The uploaded file size should not exceed 2MB. If your file is more than than 2MB, please break it into several files and upload them separately.
  • If your file contains more than than 10,000 lines, break it into several files.
  • Delete any empty lines/columns or the lines/columns that you're not planning to import. It volition make it easier for you to match the fields and no unnecessary information will get uploaded.
  • Make sure you only have ane sheet in your document. The organization will import only the first sail.
  • Make certain all the columns in your file match the names of the fields in amoCRM, including the capitalization of letters and the spelling. Otherwise, you volition have to match the fields manually.
  • The field for the contact name should exist called 'Contact Name' (Proper name starting with the capital Northward).
  • If you upload Leads, make sure y'all have a Pb championship in the file, otherwise, the file won't be imported
  • If you upload Contacts and Companies, brand sure you take the respective Contact/Company name in the file, otherwise, the file won't be imported.

Here is what a right field should expect like:

How does import work?

When your file is set and follows all the rules we mentioned above, yous tin can start importing it. In amoCRM, you can import pretty much annihilation: companies, contacts, leads, customers, all the custom fields, notes and catalogs. You tin employ the import feature from whatsoever section of your account: Leads, Lists or Customers.

For this case, I will import from the Atomic number 82 section. To get-go importing a file, go to Leads,click on the three dots in the peak right corner and choose 'Import' from the listing:

The import window will open up: here yous can either download an example or import your own file:

To upload your file, yous can either drag and driblet it into the window or click the 'Load file' button. Later on you practice this, the Import settings mode will appear.

Delimiter during import

Allow's talk well-nigh the delimiter of your file. The system chooses it automatically depending on the format of your file. For example, .csv files are separated by a comma. If the organisation doesn't choose the Delimiter correctly, brand sure to switch information technology to the right one. In case the delimiter is incorrect, everything volition be imported on one line.

So how to define a delimiter of your file? This is a list of delimiters for the 4 supported file types:

  • If your file ends with '.csv' – it'southward comma separated
  • If it ends with 'xls', 'xlsx' or 'ods' – it's semicolon separated

Matching the field information

If yous've prepared the file correctly and the headings match the fields in amoCRM, you are off to a slap-up start!

Yet, if y'all don't have any headings in your file: uncheck the 'Do not import the get-go line (contains field names)' box. By default, the system starts importing information technology without the start line to avert importing headings.

Under each column in the import settings, at that place is a coinciding amoCRM field. If the field doesn't match any of the fields in amoCRM, it displays 'Do not import' and this column doesn't become imported into amoCRM.

Let'south imagine I have a field 'Country' in my amoCRM account under the contact. Oh, I forgot to name it correctly in amoCRM and at present it says 'Exercise non import'. How do I set up that?

To solve the issue, click on the Select box beneath the column. The section where you need to import the fields are in gray: Pb, Customer, Contact and Company:

All the fields that belong to them are under the corresponding section. Here is our field in the Contact section. Click on it to choose information technology.

Creating new fields when importing

If you don't accept a matching field in amoCRM, you can ready it up on the get. Just scroll up to the 'New custom field' option.

Subsequently you click on that option, yous will exist able to proper name the field, choose its blazon and decide in which section to upload information technology (Contact, Visitor or Lead) and relieve the settings.

Tags when importing

When y'all are importing a file to our arrangement, an automatic tag gets attached to the carte y'all are importing. This feature helps yous search for the data in amoCRM subsequently you import it. The automatic tags are formatted like this: 'import_datemonthyear_hourminute'. For example, 'import_08022019_1253'.

During the import, y'all tin as well attach and create your own tags. Yous can choose an existing tag:

Or create a new one past typing in the 'Create tag field':

After the import is complete, you tin can Filter by this tag using the 'Search and Filter' bar in Leads, Lists or Customers:

Later you lot press 'Utilize', simply the imported data will announced:

Importing templates

Matching fields can be a very tiring task. Of class, we would suggest naming all the headings the same as the fields in amoCRM. All the same, if you didn't exercise that beforehand and matched all the fields manually, you can save a template for the futurity imports you lot are going to make. With a template, amoCRM will automatically recognize the column names and match them to the correct fields.

To create a template, just enter its proper noun in the 'Save template' field:

If yous have already created your template, you can cull it in the 'Template' field:

Successfully Importing a file

Later matching all the fields, we are ready to upload the data to amoCRM. Press 'Side by side' to complete the import. The system will start importing the leads and the following window volition open:

When the import is finished, the organisation displays the results of the import. Press 'Keep with CRM' or 'Prove the imported information' to see your results.

Field types during import

There are a couple of things y'all need to keep in mind when importing data into amoCRM fields. Permit's take a look at each i of them in detail:

  • Engagement type fields: To import any date blazon field, yous will demand to use the following appointment format: DD.MM.YYYY or MM.DD.YYYY. Otherwise, it will not be imported. If you plan to import any dates, the file should be in the .csv format.
  • Cosmos date: If the cosmos date is not stated in the file, it will be the date of your import.

  • Birthday: If the engagement format is wrong, the birthday field will incorporate the following date: 01.01.1970

  • Select type fields: All the select options are case-sensitive and demand to be spelled correctly, otherwise, a new option gets created. You can uncheck the "Automatically add items to list" pin to avoid that.
  • Multiselect: If you need to import a couple of options at the same time, split them by commas: option1, option2, option3.
  • Radio button: If the option is missing in the file, the beginning option in the field will be chosen by default.
  • Checkbox:In order for the box to be checked, enter the value "Yes" in the cell. If y'all don't need the box to be checked, then exit this cell empty.
  • Numeric type field:For these types of fields (including Sale) the value should be an integer.
  • Address: There can only be 1 address blazon field. To import this type of file, carve up the value into the post-obit columns: Land, Region, City, Nix-lawmaking, Address.

Importing data into dissimilar pipelines and stages

Past default, all the uploaded data goes into the first pipeline and the first stage, no matter from which pipeline you import the file. You can change that by adding two actress columns into your file: Pipeline and Lead Status(for pb stages):

  • The names should be spelled identically to the pipeline/stage name in amoCRM.
  • The 'pipeline' proper name is not case-sensitive simply if yous misspell it, the uploaded leads go to the commencement stage of the commencement pipeline.
  • The 'pb status' proper noun only accepts the 'first give-and-take upper-case' format. For example, 'Offer made' or 'Initial contact'.
  • If you add but the 'Pb condition' columns, the leads will be imported into the start pipeline.

If you lot've done everything correctly, the data will exist imported into the right stage:

How does amoCRM deal with duplicates when importing?

When y'all import a file, amoCRM looks through information technology and merges the needed duplicates. Allow'due south accept a closer look at it:

  • If two lines in your file are absolutely identical, amoCRM will only import 1 line.
  • If two different pb titles take the same contact and company proper noun. 2 separate leads will exist imported with the same contact and visitor attached to them.
  • Contacts with a different company and lead are counted as different contacts.
  • If 2 leads have the same contact name and no company, then 2 different leads with the same contact are imported:
  • If contacts and leads are the same and the companies are different, and then nothing will be merged.

How to import leads with a few contacts fastened?

In this case, the contacts need to have the same company and pb title:

This is what you volition run into in amoCRM:

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Source: https://www.amocrm.com/support/kb/import/

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