Importing accounts or contacts to Pipeliner CRM

Pipeliner Import Wizard is a tool that enables you to easily import your current data into Pipeliner CRM using the simple CSV import.

Getting to know Pipeliner CRM import wizard

Before reading further please watch the video below that explains you the basics on how Pipeliner CRM import works:


Screencast: Play in a new window.

The Import Wizard "Background"

#1: Data

You can import a lot of external data into Pipeliner. For example, you might want to bring in your existing leads from your sales campaign. Knowing what data you need to import is crucial and therefore, we created a list of data, which you can import and use within Pipeliner.

Pipeliner allows you to import the following data:

  • contacts
  • accounts
  • leads
  • opportunities

#2: Fields

You can import your own custom fields into Pipeliner CRM. For example, you might want to bring in your own field to your contact. If you have been using your own fields and you cannot find them in Pipeliner, you can import them into Pipeliner as well.

Pipeliner allows you to import the following fields type:

  • Single Checkbox
  • Radio Button
  • Date (3/1/2017)
  • Single Dropdown (according to exact name match or number defined in the admin in Pipeliner CRM)
  • Email
  • Phone
  • URL
  • Float Number (25.05)
  • Integer Number (25)
  • Long Text (up to 65535 characters)
  • Single Line Text
  • [Not supported] Multiple Checkbox

If you use any other field please let us know.

#3: Files

You can import your data into Pipeliner by using CSV files. For example, you might want to bring in your excel spreadsheet with your contacts into Pipeliner. If you have been using excel or any other CRM software, you can export your data into a CSV file and import it into Pipeliner.

You can import your data to Pipeliner using the following files:

  • CSV
  • VCF

Takeaways

Resources & Requirements

A CSV stands for a Comma Separated Values. A CSV file is a specially formatted plain text file which stores spreadsheet or basic database-style information in a very simple format. A CSV file is a common, relatively simple file format that is widely supported by consumer, business, and scientific applications. CSV Structure

  • Chartset encoding - select the way how a comptuter interprets and then displays a file as text.
  • Enclosure - select the way how are words separated in CSV file e.g. quota, i.e. computer will according to it distinguish thow different words.
  • Separator - select the way how two different columns are separated in CSV file e.g. with coma, i.g. computer will distinguish two columns according to it.
  • Columns contain headers - check this option if columns contain headers for data within one column.

The Preparation

Windows You can create a CSV file using Excel for Windows. Follow the steps below to create a CSV file using Excel 2010:

  1. Click on the "File" button in the top left-hand corner of the excel screen and click on "Save As".
  2. At the bottom of the "Save As" window click on the option "Save as type".
  3. Within the drop-down menu select the option "CSV (MS-DOS) (*.csv)" and click "Save" button.
  4. Excel warns you that your workbook contains multiple sheets. Click the "OK" to continue.
  5. Excel warns you that some of the features is not being compatible. Click the "Yes" to finish.

Mac You can create a CSV file using Excel or iWork's Numbers for Mac. Follow the steps below to create a CSV file using MS Excel 2008 / 2011:

  1. Click on the "File" within the excel menu and click on "Save As".
  2. At the bottom of the "Save As" window click on the option "Format".
  3. Within the drop-down menu select the option "Windows Comma Separated (.csv)" and click "Save" button.

Follow the steps below to create a CSV file using iWork's Numbers 09:

  1. Click on the "File" within the Numbers menu nad click on "Export".
  2. At the top of the window click the "CSV" box, select the Text Encoding drop-down menu and choose "Unicode (UTF-8)".
  3. Click "Next" to configure your file name and save location.
  4. Click "Export" to finish.

Import

You can import the accounts and contacts in "Accounts & Contacts". Uploading CSV file

  1. Click on "Accounts & Contacts" within the Pipeliner menu.
  2. Click the "Import" button within the top-menu and select the option "CSV".
  3. Click "Browse" and upload your CSV file.
  4. Click the "Upload" button in order to continue.

  Mapping Fields

  1. Set the CSV settings as following:
    • Chartset encoding: Unicode (UTF-8)
    • Separator: Comma
    • Enclosure: [none]
    • Check the option “Columns contain headers”
  2. Drag-&-drop the fields from the column list into the fields in Pipeliner form.
  3. When you finish with the field mapping, click the “Import” to continue.
     

Auto-create Accounts When importing Contacts, you can choose to automatically create Accounts. To do so please check Auto-create Accounts checkbox in the CSV File Settings in the Import Wizard. Pipeliner will automatically create Account based on the information included in the Contact.

Duplicate Checker

  • If required information is missing, you will be asked to review the Account and add it manually.
  • Pipeliner always checks for possible duplicates. If Account already exists, Contact will be linked to the existing one instead of creating new entry.
  • If multiple Accounts have been found, Pipeliner will not link them automatically. You will have to select correct Account for specific Contact manually.

Duplicate Accounts are checked by the following fields - Account Name, Phone and E-mail domain (everything after the @ symbol).

Validation

  1. Click on "Accept All" or "Accept" to accept the imported accounts or contacts or click on "Reject" to reject the imported data.
  2. Click on account or contact to edit its information.
  3. Click the "Close" button to close the import window.

Download sample data:

  • Download sample CSV file for Accounts Import.
  • Download sample CSV file for Contacts Import.
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