You can import the list of any asset such as contacts, companies, deals, and tasks to karmaCRM, if available in a CSV format.
For example: To import the list of contacts, click on Contacts tab as below.
Click on Import Contacts link available in Actions section at right side as below.
The Imports page appears. Click on CSV option as below.
Before selecting the CSV file of contacts list, you need to prepare the CSV file in your system for right format.
Prepare CSV file in your system
In your system, open the Excel sheet and write the details of contacts in different columns so that the header row explains all the fields of each contact.
Select File | Save As option available in the Menu bar. Now in Save as type field, select the CSV option. Save this CSV sheet in your system.
Select CSV file
In karmaCRM, click on Select CSV File button to select the saved excel sheet from your system.
You can also select the saved import settings from Use Saved Import Settings drop-down list, if you have previously saved import settings. You can use the selected saved settings for current import. Click on Start Upload button to upload the CSV file on karmaCRM.
The CSV file is uploaded to your karmaCRM account. The page appears as below.
You can make some basic settings for the list of imported contacts such as to select the user to whom you want to assign the imported list of contacts, to assign the tags to imported contacts, and to select a referral source for imported contacts.
Click on Import button.
The Contacts tab is opened by default, and the message appears that import action is in process, as below.
After some time, you can see that CSV import has been finished.
Refresh List or Close
Click on Refresh list button or Close button and you can see that the list of imported contacts is added to list of available contacts.
After the list of contacts is imported, you can verify whether the details of imported action are correct or not. Click on Review Import button and the page appears as below.
You can see the following details.
- File name of imported file
- Total Number of records imported
- The name of user who imported the records
- The date when import action was taken
You can perform following actions while reviewing the import action.
Confirm the Import
Click on this button, if you confirm that all import details are correct, and you want to finally save and retain the imported contacts.
Redo the Import
Click on this button to import the contacts again. Use this option if you want to use the same CSV file that have imported, and you want to change the import settings. As you click on this button, the karmaCRM asks you to confirm whether you want to redo this import, as below.
Click on Ok button. The page appears where you can define the import settings again.
On this page, you can see that the system first rolls back the import action, and you can define import settings to import the contacts again.
Undo the Import
Click on this button, if you want to cancel the import action. As you click on this button, the karmaCRM asks you to confirm whether you want to undo this import. Click on Ok button and all the imported contacts are deleted.