Overview
Import data for modules such as Accounts, Contacts, Leads, Opportunities, Targets, Calls, Meetings, and Tasks with the help of an easy-to-use User Import Wizard. Refer to the tool-tips and instructions provided in the wizard at every step of the import process.
User Import Wizard features
Features of the User Import Wizard are listed below:
- Sample .csv file for easier import of data — Use the available sample .csv file as a template for import of files
- Retain settings from previous imports — Save/preserve import file properties, mappings, and duplicate check indexes from previous imports for ease of current data import process
- Ability to accept both database name and display labels of drop-down and multi-select field items — Field labels as well as database names are accepted and mapped during import, but only the field labels are displayed for ease of use
- Ability to accept both usernames and full names in user fields during import and export of data — Full names of Users displayed for Assigned To and other User-related fields in exported .csv file for easier identification of user records
- Ability to auto-detect file properties in import file — Upload import files without specifying file properties such as tab, comma, double and single quotes, date and time formats, making the process simpler and faster
- Ability to import contacts from external sources such as Google — Ability to import Google Contacts for person-type modules such as Contacts, Leads, and Targets, relate Sugar records to Google Contacts, and communicate with Google Contacts from within Sugar
Importing data
Note: Always import the Account data first and then import Contacts and other data related to Accounts (such as Meetings, Calls, Notes) to automatically create a relationship between the imported Account and Contacts and activity records related to the Account.
Follow the steps listed below to import data for a module, such as Accounts:
- Select Import from the Actions drop-down list in the module’s menu options.
This displays Step 1 of the import process with a link to a sample Import File Template. - Upload your import file to this page using the Browse button in the Select File field or,
Optionally, download the available template, delete the existing data, input your data and upload to this page using the Browse button. - Click Next.
- This displays Step 2 (Confirm Import File Properties).
Auto-detection of imported data takes place at this step. - Click View Import File Properties button to verify and change the data as needed, if you notice irregularities in the Confirm Import File Properties table.
- Click the Hide Import File Properties to collapse the panel.
- Click Next.
This displays Step 3: Confirm Field Mappings.
The table in this page displays all the fields in the module that can be mapped to the data in the import file. If the file contains a header row, the columns in the file map to matching fields. - Check for correct mapping and modify if necessary.
- Map to all of the required fields (indicated by an asterisk).
- Click Next.
- This displays Step 4: Check for Possible Duplicates.
- Follow the instructions on this page.
Step 4 also provides the option of saving the current import file properties, mappings, and duplicate check indexes for future imports. - (Optionally) Save the import settings.
- Click Import Now.
- Click the Errors tab to check for errors in the process. Follow the instructions to fix problems (if any) and Click Import Again.
This displays Step 1 of the import process. - Follow all the steps in the wizard through Step 5.
If the import was successful, you can to view all the imported records at Step 5. - Click Undo Import if you are not satisfied with the imported records,
Or, click Import Again to import more data
Or, click Exit to navigate to the List View page of the module that you imported your records into.
