How many records can I import at a time?
It is recommended that you import no more than 100,000 records into Zurmo at one time. You will most likely be restricted by the system based on the size of the CSV attachment used for import. You can read more about how to increase the attachment upload size in Zurmo here.
To import records into a certain module do the following: Go in Administration then choose Import.
1.- Select the module you would like to import to (e.g. Contacts) then click on Upload file.
2.- Select the CSV file to upload then click on Select permissions
3.- Choose who can read and write then click on Map fields
4.- Depending on which module you have chosen to import, you will need to Map required fields, then click on Analyze data.
If your CSV file doesn’t contain required field , you will have to create it by clicking on button Add Field and choose default value.
5.- If the analyze shows that all mapped fields are ok click on Import Data to complete import.
6.- Imported data will be listed in the summary