Import Data Overview
Migrating to a new CRM or updating your existing database doesn't have to be a manual, time-consuming process. The Import Data module in your Scotify Solutions account allows you to bulk upload contacts, opportunities, and custom object records seamlessly.
What Can You Import?
- Contacts: Upload CSV files containing names, emails, phone numbers, and physical addresses to populate your Smart Lists instantly.
- Opportunities: Bulk import your active sales deals, assigning them directly to specific pipelines and stages to keep your sales momentum going.
- Custom Objects: If you use custom data structures (like properties, vehicles, or specific product registries), you can map and import those records directly into your custom fields.
The Import Process
- Prepare Your File: Ensure your data is saved as a clean CSV (Comma Separated Values) file with clear column headers (e.g., "First Name", "Email").
- Upload & Map: Upload the file and use the visual mapping tool to match your CSV columns to the corresponding fields in your Scotify database.
- Review & Execute: Review the sample data preview. If everything aligns, execute the import. The system will process the records in the background and notify you upon completion.
Pro-Tip: Before importing a massive list, always run a small test import with 5-10 records. This allows you to verify that your fields mapped correctly and that your data appears exactly as expected in the CRM!