Import files with over 15,000 records in Deskera CRM

by | Nov 11, 2010

You can easily import huge lists of Contacts, Leads, Accounts or Target lists for E-mail Marketing campaigns in Deskera CRM. Unlike most CRMs, there’s no upper limit to the number of entries you import. The Deskera Team has successfully imported more than 15,000 records in one go and is currently working to raise the bar even higher.

With the new Import Wizard, everyone from a beginner to the most advanced users can easily import their information and make sure only what they need is added to the CRM.

Let’s take a Quick Tour

Import XLS file for adding any number of leads to your Leads list.

1. Click on “Import” on the bottom pane in the Leads list. Select the “Import Leads from Google Account” to import from your contacts from Gmail or any email that is hosted by Google. If you have a file that you would like to import, select the option “Import XLS File” for excel spreadsheets or “Import CSV File” for comma separated files (this format is used by Outlook and Gmail).

(Remember; always first import a test file of 5 to 10 leads to make sure the information is being mapped correctly)

2. If you are importing a CSV file, you will need to select the delimiter. Most files use comma as a default delimiter. Click “Choose File” and browse to the document you want to import and click “Open”.

3. Now, you must select an action that should be performed for conflicts in drop – down menus. These arise when you map a drop – down menu with a header in the XLS/CSV file.

For example, in your CRM, you may not have configured “Automobile Manufacturers” in the Industry drop – down menu, but it may be there in the Industries in your file.

4. Select the first option to completely ignore the records that are conflicting. In this case, that means a lead of the industry “Automobile Manufacturers” will be completely ignored.

5. Select the second option to ignore only the entry that is conflicting. In this case, that means a lead of the industry “Automobile Manufacturers” will be added, but the “Industry” will be ignored and left blank. The other fields will be imported.

6. Select the third option to add the conflicting entries to the Master Configuration. In this case, that means “Automobile Manufacturers” will be added to the “Industry” drop – down and will become available as an option. Also, the leads of this industry will be imported and the industry will be set as “Automobile Manufacturers”.

7. Once you’re done, Click “Next” to continue to the next step. You can click “Cancel” at any time to exit the wizard without saving the changes..

You can easily import huge lists of Contacts, Leads, Accounts or Target lists for E-mail Marketing campaigns in Deskera CRM. Unlike most CRMs, there’s no upper limit to the number of entries you import. The Deskera Team has successfully imported more than 15,000 records in one go and is currently working to raise the bar even higher.

With the new Import Wizard, everyone from a beginner to the most advanced users can easily import their information and make sure only what they need is added to the CRM.

Let’s take a Quick Tour

Import XLS file for adding any number of leads to your Leads list.

1. Click on “Import” on the bottom pane in the Leads list. Select the “Import Leads from Google Account” to import from your contacts from Gmail or any email that is hosted by Google. If you have a file that you would like to import, select the option “Import XLS File” for excel spreadsheets or “Import CSV File” for comma separated files (this format is used by Outlook and Gmail).

(Remember; always first import a test file of 5 to 10 leads to make sure the information is being mapped correctly)

2. If you are importing a CSV file, you will need to select the delimiter. Most files use comma as a default delimiter. Click “Choose File” and browse to the document you want to import and click “Open”.

3. Now, you must select an action that should be performed for conflicts in drop – down menus. These arise when you map a drop – down menu with a header in the XLS/CSV file.

For example, in your CRM, you may not have configured “Automobile Manufacturers” in the Industry drop – down menu, but it may be there in the Industries in your file.

4. Select the first option to completely ignore the records that are conflicting. In this case, that means a lead of the industry “Automobile Manufacturers” will be completely ignored.

5. Select the second option to ignore only the entry that is conflicting. In this case, that means a lead of the industry “Automobile Manufacturers” will be added, but the “Industry” will be ignored and left blank. The other fields will be imported.

6. Select the third option to add the conflicting entries to the Master Configuration. In this case, that means “Automobile Manufacturers” will be added to the “Industry” drop – down and will become available as an option. Also, the leads of this industry will be imported and the industry will be set as “Automobile Manufacturers”.

7. Once you’re done, Click “Next” to continue to the next step. You can click “Cancel” at any time to exit the wizard without saving the changes..

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