In amoCRM, your database is made up of 4 types of entries: contacts, leads, companies, and customers. These types are linked allowing you the freedom to work on each separately, but also navigate to the others in one click.
Whether you are a newbie or a tech-savvy, data crunching analyst, importing data into amoCRM is easy. You can import data from any of the sections (contacts, leads, companies, and customers) and cards will be created in each simultaneously. This ensures that moving data from a spreadsheet to amoCRM is as seamless and hassle-free as possible.File Formats Supported
amoCRM accepts the most popular file formats:
Excel pre-2007 (.xls)
Excel post-2007 (.xlsx)
OpenDocument spreadsheet (.ods)
Comma separated file (.csv)
We have prepared a sample file for this test import. You can download it, use it for the test import and delete the data afterward.
To import data:
go to the "Leads" section
click on the three dots icon next to the “Setup Pipeline" button
select "Import" from the drop-down menu
click on the "Load file" button
browse for and select your desired spreadsheet and click "Open"
An "Import settings" window pops up and it allows you to further customize how your data is imported.The Import Setting Window
The delimiter is automatically determined after the file is downloaded. If you need to specify a delimiter manually, you can select "Comma", "Semicolon" or "Tabulation" from the drop-down menu. If the separator is not selected correctly, all the columns will be merged into one column.
The "Do not import the first line (contains the field names)" checkbox allows you to allow or deny the import of table caps.
Let’s take a look at some columns of the sample file for import:
The Lead Title - simply indicates the name or number of a lead entry.
The Lead Sale - the estimated calculated value of a lead entry in monetary terms (for example, $16000). This field can not be specified in decimals (for example, $16000.50).
The Responsible User - the person who is responsible for this lead. The name of the responsible user should be written in the same way as it is in users and rights. If you do not specify this field, then the administrator will be responsible.
Date of Creation and Closing Date - If you want to import closed leads, then your file must contain the creation date and closing date and be saved in the .csv format. To do so in Excel, just click “save as” and select file type CSV.
Lead Tag - If you want to differentiate leads from among others, then you can specify a tag for them, you can also specify a tag for the contact card. Please note that when importing leads, contacts, companies, and customers, a unique import tag is automatically assigned and it can not be removed.
The Lead Status - the current stage on which the lead is located in the sales pipeline. If you have several pipelines, it is necessary to have a pipeline column to indicate the pipeline which a lead is imported to. Note that if the lead status assigned to a lead does not exist on the pipeline, it will be imported into the first status of your pipeline.
You can also import information about related contacts and companies:
Contact's full name
Responsible for contact
On the "Import setting" windows, you can assign a tag to all the data you are about to import in the "Create tag" field. We’ve also simplified the process with the ability to save an import template by simply adding a template name in the "Save template" field, so after you import once, the next time is a walk in the park. Now click "Next" to import your data.Importing Data through the Customer Section
If you work with periodic purchases and want to import customers and related contacts and companies. To import data that includes information about the date of the next purchase for each customer and the expected sale amount, go to the "Customers" section, click on the three dots icon in the upper right corner and select "Import".Importing Data through the List Section
If you do not have any leads or contacts yet, then you can import contacts and related companies in the List section. To do this, select the "Lists" section, click on the three dots icon in the upper right corner and select "Import". However, it is best to import leads or create leads for each contact to maximize the opportunities in the form of a digital pipeline with automatic sales advancement and analytics.
Tip: In order to accurately assign the responsible users to each lead, contact, or customer, we advise adding your sales managers or specialists as users to the Sales Office in the settings section before importing data.
Adding or creating additional fields that can provide useful information for your sales department can be done while importing your data. To do this, select the appropriate function when matching fields. You can save all your new field mapping settings as a template to save time during future data imports.Unique Import Tag
If you import large amounts of information, do not worry about getting overwhelmed or losing track of your imported data. amoCRM creates a unique import tag for each batch of import data you make, enabling you to readily find the imported data by using the unique import tag and the filter tool. To do this, go to the section where you imported the data and using the filter, filter the data using the tag with the name of the date of import. The name of the unique system tag is created using the date and time you imported the data. So if you imported data on the 4th of July 2018 at 10:30 am, the system tag will be import_04072018_1030.
Tip: The filter tool and a tactful tagging system can be the difference between finding a lead, contact, or company in seconds and having to scroll through a long list of entries.
Learn more about searching for an entry using tags here.
If you have some more questions about import, follow this link.