* Available to Admins or Authorized Users *
You can upload contacts to your Onpipeline account directly from a file on your hard drive.
The file must be CSV UTF-8 with a .csv name extension (delimited with comma or semicolon). In order to upload just go to Settings / Import contacts
Your CSV file must include the same number of fields you have in your CRM. If you upload less fields your will see an error message. Additional fields (columns) can be removed while mapping.
Required Fields:
- First Name
- Family Name
- Full Name
- Phone
- Organization Name
- Address
- Apt./Floor
- City
- Postcode
- State
- Country
- + Custom fields from persons and organizations tables
Organization will be linked automatically to the person. Each organization is considered by its Name and Postcode. This means that “Company” with postcode “12345” an “Company” with postcode “79789” are different organizations.
Once you upload a valid file you will see something like this. It’s important that you notice that there is a delimiter selector. If you data is not correct you may need to change the delimiter.
If data looks good you will be able to map each column to the corresponding destination field on Onpipeline.
Duplicates
Once you have mapped all the column you can have a preview of the imported data and decide how to handle duplicates. We consider a duplicate the same name+email in case of persons and name+postcode in case of organizations.
Your CSV file will be deduplicated matching agains the same name+organization. If you upload the same name and organization just one record will be considered.
- Skip – We will import only new records.
- Merge – Contact will be filled with information from your CSV if the local field is empty.
- Replace – This will entirely replace the old record with the new record from your CSV
Import log will be generated. Each import can be reverted within 7 days.
