PRE-REQUSITES:

ane. Dropdown: In example the field type is a drop-downwards, ensure all values under that specific cavalcade is already nowadays in the Freshsales custom fields. If not, create the value before adding the account.
ii. The Account name is a unique field. Multiple accounts with the same Account Name cannot be created.

iii. No. of Employees column: Ensure that the exact number of employees are specified in this column. Avoid giving this information in the form of a range.

Supported file format: CSV and XLSX. Please convert all your files into a CSV or XLSX earlier attempting to import information using Freshsales.

There are 4 important things that you demand to exercise to import accounts from a CSV or XLSX file. They are described in item below:

1.Preparing your CSV/ XLSX file

two. Importing the file

iii. Mapping fields

4. Reasons for failure of information import

1. Preparing your CSV/XLSX file:

  • The electronic mail accost of the user under the column "Owner" should be the same as the 1 used during that specific user'south configuration. This would ensure correct mapping during import.
  • The file size should not exceed 5 MB.
  • Required columns: Ensure your .CSV/.XLSX has the required cavalcade, "NAME"(account name).
  • If you need to create custom fields so create them earlier you brainstorm the import.
  • To map your cavalcade equally a drop-downward field (both default and custom drop-down fields), add the choices for that driblet down before you brainstorm the import.

  • If whatsoever field is a multi-select field, the values of the field should exist separated by semicolon(; ) in the .CSV/.XLSX file. Ex: Say the field, Competitors involved is a multi-select field. Competitor cavalcade in the .CSV/.XLSX should exist:

    Last Name

    Competitors involved

    Laer Bloomington

    Tracton Inc; Hilvell Org; Boton Space Ltd

    Sarah Neruvisk

    Niller Co; Hilvell Org

Note:
  • Multi-select fields are supported for both with and without overwrite import options
  • If you too desire to import the corresponding Parent accounts, the lucifer is washed past the Parent Account's name and not ID

2. Importing the file:

Here'due south how you import accounts from your CSV/XLSX file,

  1. In the Accounts listing view folio, click the button
  2. In the Import Accounts overlay, click Upload your CSV/XLSX file and browse through the files on your device to cull the desired CSV/XLSX file.
  3. To replace the uploaded CSV/XLSX file, click Remove and outset afresh.
  4. Once you've uploaded a CSV/XLSX file, cull one of three options

    • Create new accounts - This creates all the information from the CSV/XLSX file as new records in Freshsales and does non look for duplicates.

    • Create new and update existing accounts (without overwrite):
       Identifies matching records between the CSV/XLSX file and records in Freshsales and updates simply the fields that are empty.

    • Create new and update existing accounts (with overwrite): Identifies matching records between the CSV/XLSX file and records in Freshsales and overwrites the values nowadays in the field.

  • Duplicates are matched based on the following identifiers:

    • E-mail

    • Freshsales ID

    • Name

    • Custom fields (of the type text and number)

  • Skip import for all duplicate records
    You tin can opt to skip import for all duplicate records. This will prevent Freshsales from updating records that are already present on the CRM. You will too receive an import summary email with a CSV/XLSX file containing all the skipped records.

  • Cull the format of the date fields in the CSV/XLSX file: You lot can choose between one of three options–

    • DD/MM/YYYY

    • MM/DD/YYYY

    • YYYY/MM/DD

  • Click Next  to map the Freshsales fields.

Note:

  •  When Email is used as an Identifier :

The e-mail field in the CSV/XLSX volition exist matched only with the primary electronic mail of Atomic number 82/Contact for finding duplicates. Secondary email addresses, if any, will not be considered.

The CSV/XLSX file volition be matched with both Leads and Contacts to identify duplicates.

If you are importing multiple emails for a Lead or Contact through the CSV/XLSX file, the beginning email of the record will be matched every bit the identifier.

  • Click Side by side  to map the Freshsales fields.



3. Mapping columns of the CSV/XLSX to fields:

The Map Columns To Freshsales Fields overlay that yous at present see is exclusively for mapping the columns in your CSV/XLSX file with the fields available in Freshsales.
Mapping the fields is critical to the success of the import, so here's a list of know-how to help you do it right.

  • If there are columns that you exercise not wish to import, you tin skip those columns by simply not mapping them with any field.
  • As fields get mapped, they become unavailable for mapping with another column (Fields are singled-out).
  • If you want to map a field that has already been mapped with a cavalcade to another cavalcade, you will take to remove that mapping. The field that is removed now becomes available for mapping with other columns.
  • Lastly, brand sure the field type matches with the type of value in the column. For example, if y'all're trying to map the column "Number of times contacted", you demand to discover a field that accepts 'numeric' value via the Number field. If yous've mapped it to a field which is a text box, then the values for the column Number of times contacted will not be imported to Freshsales.
  • Afterwards you're done mapping the fields, hit Import.
  • Once the import is done, you volition receive a confirmation email with the import log of successful and errored record logs.

    You lot can discover reasons for the failure important mentioned in the errored record logs. Fix the errors in the file and re-upload to CSV/XLSX file to import the missed out records.

four. Reasons for failure of data import.

Why did some of my data non go imported?

           When importing accounts, these are the possible reasons for the failure of data import:

  • Invalid email address - If the email addresses in your CSV/XLSX file aren't of the proper format (eastward.yard: jamesampleton@sales, jeangrey.com)
  • Unmapped Columns - Columns that aren't mapped with whatsoever of the fields in Freshsales.
  • Improper Field Type - If the field type is different from the type of value in the column.
  • Drop-down Values - If you're mapping a cavalcade with values for a picklist (such equally Radio push button/Checkbox/Drop down menu) with a field in Freshsales (likewise a picklist), yous need to double-check that the values in the column match with the choices of the field (picklist) in Freshsales. For e.g: If you've got a cavalcade that has the values 1, ii, 3 for the Number of contacts attempted and want to map information technology to a radio push button (field) in Freshsales, make sure that that radio button has 1, ii, 3 every bit the field's choices.
  • Checkbox column values:  If you desire to map 1 of the fields as a checkbox, it should only contain True or False. If not, the import for that cavalcade would remain blank and the procedure will motion on.