Import Data

The import can be performed via properly formatted and saved CSV file, Concord CRM supports importing data for the following resources:

  • Deals
  • Contacts
  • Companies
  • Activities
  • Products

Before import, make sure that the CSV file is saved in UTF-8 to avoid any encoding issues.

Import

The import feature for all the supported resources is located when viewing the index page, for example, table contacts.

  • Navigate to the resource list view.
  • Click the elipsis button located on the top right side.
  • Click Import.

  • Download a sample file to get familiar with how your rows must be constructed.
  • After you are ready with your file, upload the file to start the import process.

  1. When importing huge amount of data and you have created Zapier zaps with create triggers it's highly recommended to temporary disable the zaps from your Zapier account to prevent thousands of zaps triggering because of the created records, this will help you to not waste your remaining tasks in your Zapier account, it's recommended to enable the zaps after 30 minutes you performed the import.

  2. It's recommended that the CSV file headings (first row) names be the same as the sample file you downloaded, so Concord CRM can map them to the appropriate fields during upload.

  3. Any workflow triggers, notifications like assigned emails or dashboard notifications are disabled during import.

  4. The import file should not exceeds 4000 rows (headings excluded), if the import file has more then the maximum allowed rows, consider splitting the import process into multiple files.

Columns Mapping

Concord CRM import feature allows you to map the columns from your actual CSV file to the fields in your Concord CRM installation.

If you checked the notes above, we recommended the heading rows to be the same like in the sample file or like your actual field name so Concord CRM can easily map them into the appropriate fields, however, after the CSV file is uploaded, you can still choose to skip column to be imported by settings the map field to empty or map your column into another field.

On the left side, you can see the columns from the CSV file, as well some rows are used as sample data so you can more easily determine whether it's the appropriate column, however, on the right side, the mapped columns are shown which you can use to select appropriate field for the column on the left side.

When required, the user/owner fields must be always provided with ID or full name of the user.

Skip File

During import, Concord CRM validates each row and if the validation of the row fails for some reason e.q. missing required field, invalid user format etc... will create a skip file, the skip file includes the reason(s) why the row was skipped so you can examine it and fix it.

After the import finishes, if there is generated skip file, you will be able to see the number of rows skipped in the skipped table column.

To download the skip file click on Why and then click Download Skip File.

When you open the file, you will be able to see all the rows that were skipped during the import as well the reason(s) why they were skipped.

You should examine the rows and based on the skip reasons fix the complication of the value and re-upload the file using the Upload fixed skip file button.

It's highly recommended to import the fixed skip file via the Upload fixed skip file button on the import itself where the skip file was created, this will make sure the stats Imported, Duplicates and Skipped are correct for the import.

For example, if you imported 500 contacts, 450 were imported, 20 were duplicates and 30 were skipped, when you fix the 30 skipped contacts and re-upload the fixed skip file in the correct import "Upload fixed skip file" button, the "Skipped" stats for this import will be changed to 0 (if no errors are found again) the "Imported" status for the import will be updated to 480.

Duplicate Records

  • When importing companies, contacts, and products, and the import file consist of unique custom fields, Concord CRM will first search for duplicate records based on the provided unique custom field values, and if a duplicate record is found, will be updated.

  • When importing contacts, if a contact already exists by email or phone number, the contact will be updated with the new values from the import file.

  • When importing products, if a product already exists by name or SKU number, the product will be updated with the new values from the import file.

  • When importing companies, if company address (street, city, state, zip/postal code, country) or email already exists, the company will be updated with the new values from the import file.

  • If a duplicate record is found and this duplicate record is in the trash, the record will be restored from the tash.

Common Issues

Records Are Not Imported

Try using different software to generate the CSV files. You can try using Google Drive and export it as a CSV file to see if this will solve the problem.

All Rows Imported In 1 Field

The issue can happen if your .csv file is not properly formatted and you are using poorly designed .csv software to edit the file.

In most cases, this issue will be solved when you just open the file in a proper editor and re-save it with a comma separator.

Additionally, it's recommended to download the sample file from Concord CRM and open this file to be like guidance for your .csv file construction.