How to prepare a file for import

For smooth and seamless import of your data into amoCRM, prepare the file following the steps below:

  1. Save the file in one of the following formats: .xls, .xslx, .csv or .ods
  2. Add data: not more than 1 contact/company/lead per one line
  3. The uploaded file size should not be more than 2MB. If your file is more than 2MB please break it into several files.
  4. If your file contains more than 10 thousand lines, break it into several files
  5. Delete empty lines/columns or the lines/columns which you’re not planning to import
  6. Adjust the fields the following way:
    • Full name:
      • you can enter full name (first name and last name) in one column:

 

      • or you can create 2 (or 3 if necessary) columns for the name - first name and last name:

 

In both cases full name can be imported to one field in amoCRM:

 

 

    • Sale: import expected earnings from the lead minding the following:
      • only integer amounts are allowed, no fractions, points or commas. E.g., 15000
      • the field itself can be of any format in the file
    • Lead status:
      • Names of statuses in the file should be identical to the name of the statuses in your account;
      • Upper/lower case is taken into account
      • In case of a mistake in the lead status, the lead will be imported in the first status of the pipeline. By default the first status is Initial Contact;

    • Creation date:
      • field in the file should be in format “Date” (mandatory for any field that is intended to be imported as a date)
      • if you plan to import dates, then the whole file should be in .csv format (with commas as delimiters)
      • the values of this column should look like DD.MM.YYYY or MM.DD.YYYY. While importing you can indicate the date of creation for a lead, contact and company. If you choose not to import such a field, the creation date will be the date of import.
      • if you indicate the date in format 1 January 2015, January 1, January 2015, the date will not be imported and the date of import will be indicated as the creation date:

    • Closing date:
      • field in the file should be in format “Date”
      • the whole file should be in .csv format (with commas as delimiters)
      • acceptable formats: DD.MM.YYYY or MM.DD.YYYY
      • this field can be assigned only to the leads

For correct import of closing date you will need to:

      • create a column Lead status
      • for the leads for which you wish to import closing date the status the status should be either “Closed  Won” or “Closed Lost”;
      • if the status of a closed lead is indicated incorrectly, then the lead will be imported in the first status and the lead will not be closed;
      • if you indicate the date in format 1 January 2015, January 1, January 2015, then the date will not be imported and closing date of the lead will be the date of import:

 

 

    • Date of birth:
      • field in the file should be in format “Date”
      • the whole file should be in .csv format (with commas as delimiters)
      • acceptable formats: DD.MM.YYYY or MM.DD.YYYY
      • if you indicate the date in format 1 January 2015, January 1, January 2015, then the date will be imported with the value 01.01.1970. If the year of birth is unknown, you can indicate any year

 

    • Select type. You can create a field with a list of options from the list. In order to import a field in this type, you should know the following:
      • the field might have any format in excel file
      • you can import any values for this type of a field (numeric or string)
      • the options in the list will be added exactly as they are spelled in your file (if you entered a value ContecT, then after the import exactly this option will be displayed in amoCRM)
      • if you import a value in an already existing field then:
        • upper/lower case is not taken into account: if in the file you indicate “client” and in amoCRM the value is “Client”, then after the import the value in the card will be “Client”
        • spelling is taken into account: if in the file the value is stated as “Clieent” and in amoCRM the option is stated as “Client”, then option “Clieent” will be added to the list

    • Multiselect field type: this type of field allows for choosing a number of options from the list. For correct import of such a field, you should know the following:
      • one or a few options from the list might be indicated in one cell
      • in case you’re importing more than one option for this field, then all the options should be indicated in one cell, separated by comma and space. E.g.: option1, option2, option3.
      • if the option consists of a number of words or is a sentence, it is also segregated by commas. E.g.: option1, option two that consists of a number of words, option3: full-blown sentence.
      • upper/lower case is not taken into account. For instance, in amoCRM you’ve got an option Table. Then even if in your file the value is indicated as table, tAble or tablE, after you import the file, the value in the field will be Table.

 

    • Tags. In order to import tags the following things should be taken into account:
      • tags should be indicated in one cell separated by comma and space. E.g.: tag1, tag2, tag3.
      • upper/lower case is taken into account: if in the file you indicate “Client”, and in amoCRM there is a tag “client”, then a new tag “Client” will be created;
      • a tag cannot include commas and while importing each part separated by the comma will appear in amoCRM as a new tag

 

    • Short address. If you click on the field of such a type in amoCRM, then Google Maps will open with the indicated address. For correct import:
      • you can enter short addess in any form you like: for example, only zip code, zip code and the city, or full address.

 

    • Address: while importing this field the following should be taken into account:
      • you can import values in this field even if the address in the file is indicated in several columns: for example Country, Region, City, Zip code, Address. All the columns will be imported in one field in amoCRM:
      • with this field client’s address can be imported in more detail, though it doesn’t allow for opening indicated address in Google Maps (the way the field Short Address does):

 

      • Please note! In amoCRM account you can have only one field of the type Address and one field of the type Short Address.
      • Radiobutton: field of this type allows for switching between available options. If you create this field while importing, take the following into account:
        • the options will be imported using the case and spelling which was used in the file (for example, if in the file you entered an option cliEnt, then this option will be displayed in exactly the same way);
        • in order to import values in a radiobutton field that already exists in amoCRM, the following conditions should be met:
          • spelling of the options for the radiobutton in the file should be identical to the spelling of the options in amoCRM
          • upper/lower case is taken into account: if in the file you indicate “Client”, and in amoCRM there is a tag “client”, then a new tag “Client” will be created;
          • one of the options for the field will always be selected - by default it is the first option. It is impossible to have none of the options selected

 

    • Checkbox: in order to import this type of field follow the instructions below:
      • in order for the box to be checked, enter the value “Yes” in the cell
      • if you don’t need the box to be checked then leave this cell empty

 

    • Numeric: such field types might be used for any fields that have numbers as values. For the correct import follow the instructions below:
      • the value can be any integer number
      • if in the field the value includes something else rather than numbers, then these values will not be imported

    • Text area: in this field any text in any format can be imported:

 

    • Notes: in case you need to import notes in a specific order, then you need to do the following:
      • create a few columns with notes: one column for one note
      • name these columns the following way: Note1, Note2, Note3 (if you plan to import only 1 note name the field Note);
      • place the columns in the file in the order of how you’d like to add them (from the 1st to the 3rd)
      • once import is done the notes will be displayed in the ascending order (from bottom to top - Note1, Note2, Note3)

 

How to attach a number of contacts to one lead while importing:

To import the link between the lead and the contact you’ll need to do the following:

  • create a few lines with the names of contacts (depending on the number of contacts)
  • add the name of the lead and other fields relevant to the lead
  • name of the lead and values of the lead fields must be identical in all the lines.

If all these requirements are met, then one lead will be created and a number of contacts will be attached to it.

 

How to attach a number of deals to one contact/company while importing:

In order to import a number of leads attached to one contact or company, you will need to do the following:

  • create needed amount of lines with contacts/companies (depending on the number of leads)
  • indicate in these lines names and other vaues of the corresponding fields of the same contact/company
  • enter different names of leads (and different values in other leads fields) in these lines

 

Checking for duplicates while importing a file

There is no cross-checking for duplicates between the data in a file being imported and the data already registered in amoCRM.

Although, the system checks whether there are duplicates in the imported file itself.

If there is a number of identical leads/companies/contacts then duplicates will be merged and only one lead/company/contact will be imported.

However, if there is a slightest difference in the data between otherwise identical leads/contacts/companies, then such duplicates will be imported.

Please find below examples of situations when duplicates will and will not be created:

  • if in the file there are 2 lines with the same contacts/companies, but with different information on the leads, then the following data will be created: 1 contact, 1 company and 2 leads which will be linked to the contact and company in question;
  • if in the file there are 2 lines with identical info on the contact, but different data on companies and leads, then the result of the import will be: 2 contacts, 2 companies and 2 leads, as it is impossible to assign 2 companies to 1 contact;
  • if we take starting conditions of the previous situation but delete the data on the companies, then the system will import the following data: 1 contact and 2 leads;
  • if contacts and companies are different, but the lead is the same, then 2 contacts, 2 companies and 2 leads will be imported, as only one company can be linked with 1 lead;
  • if contacts are different, but the company and the lead are the same, then the results of the import will be the following: 2 contacts, 1 company, 1 lead;
  • if contacts and leads are identical, but the companies are different, then the system will import 2 contacts, 2 companies and 2 leads;
  • if all the data is identical and is entered in 2 lines, then after the import you will end up with 1 contact, 1 company and 1 lead (1 line will simply be not taken into account thanks to the check for the duplicates)  

 

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