Importing data is most efficient when you prepare and clean your data beforehand. Doing this saves you from repeated corrections and updates to the records after the import is complete.

Note: You cannot use this method to remove all data from a field. If cells in your import spreadsheet are left blank, the import process assumes they should be ignored. However, you can update numbers to zero and other fields to terms that signify a 'null' value.

After you determine which module and which data you want to import, follow these preparation suggestions:

  1. Review the source file — Determine which data fields you wish to import for a given module. For example, if you are importing Company records, you will probably want to import at least the company name, address, phone numbers, and web address.
  2. Review the data requirements for the module — Ensure that A) the source file contains the required fields, and B) the required fields contain valid data. For example, Company records require the Company Name. If this field is left blank, the record will not import. Other fields, such as Company Type, may not have the same value requirement; the import process will auto-fill a default value on fields left blank.
    For exact requirements on a given module, review the Field Requirements.
  3. Review the field names of the source file and identify how you wish to map the data — Download the Import Template from the module, then either paste your data into it or change the field names (i.e. the column headings) in your source file to match the template.

When your source file is ready, follow the instructions for importing records.