Managing Import Data

To create or view existing Import Data definitions, select > Settings > Platform > Bulk Data Operations > Import Data.

Open

Here, you can track the progress of your import file and download any failed file imports to troubleshoot.

Create Import

Select the Create Import option.

To complete the import data definition, you must progress through various steps to upload the data file that will be imported and map the file’s attributes with youCRM.COM's respective ones.

Select Entity Type

Step 1- Select the type of data to be imported.

When creating an Import Data definition, you will need to specify the type of data that will be imported. CRM.COM allows importing data for the following entities:

• Contacts - Import the existing contacts (customers) of a business.

• Devices - Import a catalogue of devices (i.e. physical goods) and their serial numbers.

• Products - Import the products and services that the business will be selling along with their basic attributes.

• Reward Scheme Codes - Import codes that your contacts can use to sign up for Closed Loop Reward Schemes.

Open

Click on Next Step to proceed.

Upload File

Step 2 - Select the data file.

Locate and select the file containing the data to be imported, or drag-and-drop it in the relevant area on the screen.

You can download a sample import file by selecting download sample file from this screen.

When the file has been successfully uploaded, you will automatically be transferred to step 3.

Data Mapping

The column headers and the first row of the import file are displayed. Map the required data items to the respective CRM.COM fields, only those data items to be imported should be mapped.

Pay attention to the options displayed above the import file, such as:

• Do not import the first row of the imported file (column header) - Enable this toggle if your file has a column header so that it’s excluded during the import process.

• Automatically generate missing attributes (e.g. contact classification / device location / product family) - If the import file contains configuration data that isn’t already set up in CRM.COM, enable this option to automatically create the required configuration based on the name provided in the import file.

• Update existing contacts/products - If this option is enabled, the import process will update existing data for the entity in CRM.COM using the entity’s code for identification. If this option is disabled, existing entity information will remain unchanged.

Preview

A list of records to be imported is displayed in preview mode. This is the final step of the configuration; select Start Import to proceed, or go back to one of the previous steps using the Previous Step button.

Import File Monitoring

After creating an Import Data definition, it will be listed in the Import Data summary screen with an ‘In Progress’ status. It is highly recommended that you keep an eye on the status of your import to ensure its successful completion. In case any data is not imported correctly, you can take the necessary steps to fix the issue.

Import File States

An import data definition can have one of the following states:

• In Progress - The data import has been created and is waiting in the queue to be executed.

• Completed - The data import has been completed, but some data may not have been imported due to incorrect formatting (e.g. invalid phone numbers).

• Failed - The data import has failed due to incorrect content (e.g. duplicate unique values, missing data, etc.)

If the data import process failed or even if it is completed with invalid data, an error description is created and logged for further investigation. All the error descriptions are provided in a file format similar to the one that was uploaded and can be downloaded locally.

Notifying the User

Upon completion of the import process, the user who initiated it will receive an operational email notification.

Reference Material

You may also find it useful to refer to the following manuals for further reading in relation to Bulk Data Operations.

Import Data

Import Data

Contacts

Contacts

Devices

Inventory and Devices

Product Catalogue

Product Catalogue

Rewards

Rewards Core

Reward Offers

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