How do I import records?
Importing your data to Zurmo is often necessary, whether you are importing new records for Projects, Products, Contacts, Accounts etc., Zurmo aims to make getting your data easy. As well as allowing you to import your data, this tool can also be used to update existing records. The Import tool requires a CSV file. If there are any fields or values in your CSV document that do not exist in the Zurmo you will have to create the new field in the system before import.
To import records into the Zurmo, you must have administrator rights. In the administration area, when you click on gear button, you will notice Import tool.
First step: In General options choose a module you would like to Import to then click on button Upload file. Here is given an example for Projects module.
Second step: Here you should click on +button to add a CSV file. If the first row of your CSV file contains a header, check the box ”First row is Header row” , then click on Select Permissions.
Third step: choose who can read and write the new Projects and click on Map fields.
Fourth step: Make sure you have mapped all Required fields listed at the top because you will not be able to proceed without mapping these fields. In this example required fields are Name and Status. Here we will choose status from the dropdown to be Active, the same as it is listed in CSV file. When done click on Analyze data.
If you would like all the records you are importing to be imported with a same value, you can do so by clicking the Add Field button at the bottom.
Fifth step: This step analyzes the data you mapped from Step 4 and will let you know if there are any errors. If so, you can go back to your CSV file and make necessary adjustments. You also have the ability to make changes directly to a field by clicking the pencil icon next to the value you want to update. You can always re-click ‘Analyze Data’ to re-analyze your data. If everything is correct and you are ready to proceed, click ‘Import Data’ to import your data.
The last step: Import Data summary lists the number of records successfully imported, the number of records updated, and the number of records skipped due to import errors.