Import data

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Overview

Learn how to import .CSV data into Relate.

Basic importing instructions can be found in the guide you are currently viewing.

For List/Process and Linkedin import instructions, please navigate to the cards below.

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What you need to know before importing customer data

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1. Import data types

There are four types of import type in Relate.

• Organization
• People (Contact)
• Process
• List

When categorizing customer information within Relate, Organization is the default, with People falling within Organization.

Process and List are a series of deal closing processes and customer lists that you create using Organization and Contact.

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2. Data Field

Organization, People, Process, and List have data fields that are specific to their nature by default.

They have default fields that are required to be filled in.

1. Organization: Organization name must be entered.
2. People: You must enter either Contact name or Contact Email.
3. Process / List: Check the Entry type (Organization, Contact) of the process and list and follow 1 or 2.

Below you’ll find a quick overview of what other default fields are available.

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3. Set up your custom fields

The first thing you need to do before you start importing is to set up and verify your custom fields. By default, if you have information that you want to import other than the default fields provided by Relate, you must create custom fields before importing.

If information comes in without a field, Relate will not create the field and import the information. Therefore, if you try to import without creating a custom field, the import of the file will fail.

You can follow the instructions in the Custom Fields Guide to create your custom fields first, then launch the Import menu.

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How to import

Go to the Admin page, select Import from the left menu bar, and then click type of Import (Organizations, Lists and Processes) you want to import.

If you want to register a contact, you can choose one of the two methods below.

1. Import Organizations: This is mainly used when you register an Organization and a Contact together (Organization name required)
2. Import Lists: This is mainly used when you want to register Contacts as a list. However, you need to create the contact list you want to import in Relate beforehand. (Organization name not required)

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Step 1. Create a .CSV file

You can download a sample .CSV file with default fields via Download example and use it to prepare your file for import.

If you already have a .CSV file ready to import, you can proceed directly to Step 2.

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Creating a file to co-create Contacts with Import Organizations

Here’s how to import Organizations and also import Contacts that belong to those organizations.

1. First, create a header with the data fields you want to include in the Organization.
2. Also, fill in the fields for Contact that you want to include, which must be either name or email.
3. Enter all of the information for the Organization and the information for the Contact that you want to include in the first line, excluding the header.
4. Next, for the Contact that will be in that organization, complete only the Organization name and then fill in the Contact information.
5. Continue to create Organization name-Contact, and repeat steps 2-3 if you want to add another Organization and the Contacts that belong to it. (See line 6 in the photo.)

The most important thing to remember in this process is that you only need to fill out all of the information for the Organization you want to import the first time.

And, from the second Contact you create in the Organization, you only need to fill out the Organization name.

This is because even if you create multiple copies of the same Organization, only the first Organization data will be imported.

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Step 2. Upload file

Drag and drop a .CSV file or click to choose a file from your local computer.

Once the files have been added successfully, press Next Step at the bottom right corner to proceed.

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Step 3. Match columns

In this step, you can match the columns in your .CSV file with the data fields in Relate.

Note that you can also skip any fields you do not wish to import.

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Smart fuzzy matching

Input CSV file and destination columns are automatically mapped using smart fuzzy text matching.

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Fix validation issues seamlessly

If any fields need fixing, you can edit them as if you’re editing a spreadsheet directly from the import page. No need to go back to your local Excel file.

If anything goes wrong during this process, error will be displayed in red.

Proceed to next step once you have matched all of the columns.

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Step 4: Import data

Once you click the Import Data button you should see a confirmation. Confirm the import and you should be able to see the screen below.

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Import Lists

For Contact list, you can import a CSV file directly from a contact list you’ve already created without going through the Admin page.

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Frequently Asked Questions