How to create a CSV file for CRM import

You can create a CSV file to import your contacts into OnePageCRM in two ways:

  • by importing new CRM contacts in bulk,
  • or using Merge Import to update existing CRM contacts.

In this article:

CSV file for Import
CSV file for Merge Import
Tips for CRM import

 


Create CSV for import

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1
If you wish to import your own CSV file, 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/Postcode

City

State

Country

Tags

Background

Organization

Website

Next Action text

Next Action date

Lead source

Custom fields

Notes
2
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).

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.



Create CSV for Merge Import

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The Merge Import feature helps you update existing CRM contacts.

To use it, make sure your CSV file has a column with the OnePageCRM IDs for the contacts you're trying to merge/update.

The IDs allow the CRM to match the contacts in your file to the contacts in your CRM account.

Here's the best way to prepare a CSV file for Merge Import:


1
Export existing CRM contacts. The export file will contain the contact IDs.
2
Update the contacts in the export file as needed → save file in .CSV format.
3
Import your file and merge the contacts.

merge import



Here are a few handy tips for importing data into your OnePageCRM account:

1
Last name or Organization name is the only required field. Other fields are optional.
2
To link multiple contacts from one organization, use an identical Organization name.
3
If you are using just one field for Name, split it into First name and Last name.
4
For clean import data, split the Address into separate cells:
  • Address (Street)
  • Zip/Postcode
  • City
  • State
  • Country
5
To avoid ignoring multiple fields during the import mapping step, delete any unnecessary columns from your file.
6
Before importing, remove duplicates from your file. See how to remove duplicates from import file in Excel.
7
To import special characters (á, è, õ, ü, ć), save your file with Unicode UTF-8 encoding.
8
You can only import a file with one tab.
9
Be realistic when setting Next Actions on your file to avoid overdue actions.
10
If you receive the "Error: Invalid file separator", ensure you don't have a trailing comma, and avoid using a semicolon instead of a comma. A Find and Replace in Excel can help fix this.
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