Use data import in Creatio to add large numbers of records. You can add customer databases, lists of products, lookup records and other data in a matter of minutes using .xlxs files.
Use data import to populate your database with records before you start working with Creatio You can also use import for updating existing records.
Attention
We recommend you to import data after you set up Creatio permissions, since imported records will be assigned default permissions.
To import information from an Excel spreadsheet to Creatio:
1.Prepare the imported file in the *.xlsx format. Learn more in the “How to prepare a file” article. Use the following excel files as templates:
•An example of the file for importing accounts
•An example of the file for importing contacts
•An example of the file for importing products
2.Run the Import Wizard: go to a section in which you need to import data and select the [Data import] action from the [Actions] button menu. You can import data to details or lookups in the same way. In this case, the object for import will be selected automatically.
Note
The data import can be launched from the system designer. In this case, you will need to specify the object (section, detail or lookup) for import manually.
3.Add an imported file: drag and drop your Excel file on the Import Wizard page, or click [Select file] and locate the file. Specify the column mapping by connecting the columns from the Excel file to the fields in the Creatio import object.
4.Select the columns for identifying duplicate records: select columns whose data must be unique for each of the imported records. Depending on whether the value of a column in the imported file coincides with the database value, Creatio either creates a new record or updates the existing record. For example, such a column can be a contact’s “Full name”: if a contact record with the same full name already exists in the database, Creatio updates the existing record, if a contact record with such a full name does not exist, Creatio creates a new record.
Note
These steps cover the general import procedure. For detailed instructions on the most common import cases, please see the corresponding articles in the contents of this section.
5.Run the import process. The process runs in the background.
You can abort data import by stopping the “FileImportProcess“ process in the [Process log] section. When you cancel the import, the process status changes to “Canceled” and the data import terminates.
Contents
•How to import a customer database
•How to import contact communication options
•How to import contact addresses
