Apptivo CRM allows you to import your Contacts into Contacts App in CSV format.
Steps to Import Contacts from CSV
- Log in and access Contacts App from your universal navigation menu bar.
- Click on the More(...) icon and select the Import.
- Click on CSV Imports from the left panel and then click on the Import button.
- You can import a New File or Update existing records. Click on the Browse button and select the CSV file from your computer and click on the Next button.
Note: If your file has the undefined operator like “/”, you will get an error message: “Cannot import file”
- Remove the undefined operator ”/” then upload the CSV file and click on the Next button.
- Map contacts fields to the respective CSV fields. Select the attributes that you would like to group from the Grouping Attributes dropdown. Make sure to map the mandatory custom fields.
- Click on the Import button to import records.
- You can view warning popup which alerts you for standard mapping fields such as territory, segments, etc.
- Click on the Import to proceed.
- You can view five validation steps:
- Grouping attribute - Validates the Grouping attribute
- Mandatory Values - Validates mandatory value association.
- Data Format – Validates data format issues in CSV.
- Duplicates – Validates duplicates in CSV.
- Reference Data – Validates the association of other objects. This will associate existing objects. if there are new objects found in CSV, you are allowed to create new objects.
- Click on the "Proceed" button for each step.
- Once the reference data completes, click on the Proceed button to import records.
- Click on the Start Import button.
- Then, the import is will get successfully done, and the log will display the totals of imported records, failed, etc.
- The completed CSV file will be listed as shown in the image below, from where you will download the records using Down arrow icon found next to the columns(Total Records, Ignored Records, Failed Records).
