How to create an import CSV file
You can create a CSV file to import your contacts into OnePageCRM in two ways.
Create your CSV file for import
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If you wish to import your own CSV file, we advise you to use the following headings to facilitate auto-matching of columns during import:
Title First name Last name Job title |
Status Phone (Work) Phone (Home) Phone (Mobile) |
Email (Work) Email (Home) Address Zip |
City State Country Tags |
Background Organization Website Next Action text |
Next Action date Lead source Custom fields Notes |
Note: For any columns in your CSV file that OnePageCRM does not have as default fields, you must create Custom Fields in OnePageCRM before importing.
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Once you've gathered the details and created your file, save as a CSV file.
3
In your OnePageCRM account under
Import as → select
New contacts → click
Select file to upload → choose the CSV file you wish to import (for more details see
here).
Create your CSV file for import merge
The merge import feature requires the OnePageCRM IDs for the contacts you're trying to merge. The contact IDs allow the system to match the contacts in your file to the contact in your OnePageCRM account, and thus once the contacts are matched the merge import feature will update the contact in OnePageCRM with the new information in the file you're importing. Follow the steps below to prepare your file to be merged.
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The best way to prepare a merge file is to
export a list of contacts from your OnePageCRM account because the export file will contain the contact IDs required to process the merge. Once you've exported your file from OnePageCRM, you'll notice a column in the file titled Contact ID, and each contact will have a corresponding ID, this way when you import your file for merging, the system will identify and match the contacts to be updated.
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Make the required updates to your contacts in the export file → save file in .CSV format.
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You're now ready to import your file and start merging the contacts on your file with your OnePageCRM contacts.
Top tips for importing contacts to OnePageCRM
1
Last name or
Organization name is the only required field for a contact to be imported. Other fields are optional.
2
3
If you are using just one field for
Name please split it into
First name and
Last name.
4
For clean import data split the
Address into separate cells:
- Address (Street)
- Zip
- City
- State
- Country
5
To avoid the need to ignore multiple fields in the
'Map fields between file and database' step of the Import process, prepare your file by deleting any columns you don't need.
6
7
To import special characters (for example: á, è, õ, ü, ć) seamlessly, make sure to save your import file with the
Unicode UTF-8. This encoding is widely supported by most of the apps.
8
It’s only possible to import a file with one tab, the import will not work if you've several tabs on the one file.
9
Be realistic when setting
Next Actions on your import file. For example, set 10 for one date, then 10 for the next date. This will prevent you from having lots of overdue actions.
10
If you receive the
"Error:
Invalid file separator", check to ensure you don't have a coma at the end of a sentence without any more text, and ensure a semi-colon is not being used instead of a coma. We'd recommend doing a
Find and Replace in Excel to amend your file.
