In this blog post, we are explaining to you how to import your contact, company, or task data. If you want your data to be on one platform, this is the simple way to do it. There are 3 different import in Sumasa. These are contact import, company import, and task import.
Contact Import
To start this process, you need to follow these steps: sales -> contacts -> import.
Contact – Upload File
The first step for the import process is uploading file. Your data file should be a CSV file, otherwise, you can not upload your data. If you don’t know what a CSV file is, you can find a link to learn more. You can also find a sample CSV file that you can look at and create your data file or check. After you upload your data, you can continue to the next step.
Contact – Match Columns
The second step is to match columns. At this step, you will match the columns with the required and not required fields. Required fields mean that you need to have this information in your data. For contact data, there have to be 2 fields: First Name and Last name, these are required fields. Not Required Fields are optional. You can match columns and select the correct field. You can continue to the next step.
Contact – Settings
The third step is settings. At this step, there are 2 main settings that you can set up. One of them is, you need to make a choice whether your data has a header or not. The other is deciding country code. If your data has a phone number that belongs to one country you can choose the first option which is a certain country. If your data has phone numbers belong to different countries you should choose the second option and let the system decide and match the phone numbers and correct country. But there is an important detail here, the phone numbers in your data have to be typed with the correct country code, otherwise, the system won’t be able to do it correctly.
Contact – Start The Process
This is the fourth and last step. This is the last time you can return and start over. If you are sure everything is okay, you can start the import process. When you confirm and start the import process, you will receive a report email that includes how many contacts are imported. If there is any mistake you can check it from the report email.
Company Import
To start this process, you need to follow these steps: sales -> companies -> import.
Company – Upload File
The first step for the import process is uploading file. Your data file should be a CSV file, otherwise, you can not upload your data. If you don’t know what a CSV file is, you can find a link to learn more. You can also find a sample CSV file that you can look and create your data file or check. After you upload your data, you can continue to the next step.
Company – Match Columns
The second step is to match columns. At this step, you will match the columns with the required and not required fields. Required fields mean that you need to have this information in your data. For company data, the required field is a company name. Not Required Fields are optional. You can match columns and select the correct field. You can continue to the next step.
Company – Settings
The third step is settings. At this step, there are 2 main settings that you can set up. One of them is, you need to make a choice whether your data has a header or not. The other is deciding country code. If your data has a phone number that belongs to one country you can choose the first option which is a certain country. If your data has phone numbers belong to different countries you should choose the second option and let the system decide and match the phone numbers and correct country. But there is an important detail here, the phone numbers in your data have to be typed with the correct country code, otherwise, the system won’t be able to do it correctly.
Company – Start The Process
This is the fourth and last step. This is the last time you can return and start over. If you are sure everything is okay, you can start the import process. When you confirm and start the import process, you will receive a report email that includes how many companies are imported. If there is any mistake you can check it from the report email.
Task Import
To start this process, you need to follow these steps: tasks -> import.
Task – Upload File
The first step for the import process is uploading file. Your data file should be a CSV file, otherwise, you can not upload your data. If you don’t know what a CSV file is, you can find a link to learn more. You can also find a sample CSV file that you can look at and create your data file or check. After you upload your data, you can continue to the next step. You need to be careful about the due date. The due date has to be like this: YYYY-MM-DD HH:MM Example: 2020-12-30 11:10
Task – Match Columns
The second step is to match columns. At this step, you will match the columns with the required and not required fields. Required fields mean that you need to have this information in your data. For task data, there have to be 2 fields: task subject and assignee ID or assignee email. You don’t have to choose assignee ID and assignee email together, one of them is enough to continue. Not Required Fields are optional. You can match columns and select the correct field. You can continue to the next step.
Task – Settings
The third step is settings. At this step, there are 2 main settings that you can set up. One of them is, you need to make a choice whether your data has a header or not. Different from the others, you don’t need to do anything about phone numbers.
Task – Start The Process
This is the fourth and last step. This is the last time you can return and start over. If you are sure everything is okay, you can start the import process. When you confirm and start the import process, you will receive a report email that includes how many tasks are imported. If there is any mistake you can check it from the report email.
In this blog post we tried to explain how to use import module feature on Sumasa. Thank you for reading.
