Although Solve360 has been focused on importing contact data, we know many clients would love to import company data - today we added it. Now you have the option to import contacts & companies either separately or together.
Preparing your file
The file you provide must be in a CSV (comma separated value) format. In Excel this format is created by clicking “File, Save as type: CSV (Comma delimited)“. The first row in the file is used during the field mapping step so it’s helpful to enter the field names there. Solve360 expects a single row for each record to be processed and a column for every field of data.
When you import your file Solve360 will analyze the contents then present you with the option of mapping your fields to the fields configured in your account. Did you catch the subtle point there? You can import data into any fields including any custom fields you’ve added to your configuration. Fields created during the import will be TEXT fields. If you need a different type of field e.g date, dropdown, etc. simply create the fields manually before running the import using the Workspace > Customize Form Fields feature.
For each field provided the system will provide you with the option to:
- Map it to an existing field
- Create a new field
- Ignore the field
The CSV import feature is located in the Contacts window under Data > Import > “Excel and others (*.csv)”
Special features
- If an imported contact or company record matches an existing record exactly by name the existing records will be updated and a duplicate will not be created.
- Multiple fields can be mapped into a single field (values from each field are shown on separate lines). This is commonly used for the Address and Background fields when you need to combine multiple values into a single field.
- The Category field can be used to assign Solve360 Category Tags for each record. Multiple tags can be specified by separating each value with a semi-colon e.g. “Tag name one; Tag name two; Tag name three;”
