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Overview

Learn how to import .CSV data into Relate.

TL;DR

Go to the Admin Page, select Import Data from the left menu bar, and then click Import Organizations or Import Deals.

Relate Data

When importing customer information into Relate, you can import organizations and people from Import Organizations and deals from Import Deals.

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What you need to know before importing customer data

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Customer data types

There are three types of customer data in Relate.

Relate Data

You must have an Organization before adding a Person and a Deal because both Person and Deal are under Organization.

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Default Data Field

The default data fields for Organization, Person, and Deal are the following.

Organization:

  • Organization Name (Required)
  • Website
  • Description
  • Assignee

Person:

  • Person Name (Required)
  • Title
  • Email
  • Phone

Deal:

  • Organization (Required)
  • Person
  • Value
  • Prospect Status
  • Pipeline (Only if you have more than 2 pipelines)
  • Pipeline Stage
  • Assignee
  • Notes

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How to import

Go to the admin page, select Import data from the left menu bar, and then click Import Organizations or Import Deals.

Relate Data

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Step 1. Gettting started

If you already have a .CSV file ready for import, you can skip to Step 2.

If you don’t you can download a sample .CSV file that already has the default fields as well as sample custom fields like Linkedin, Segment, and Tools.

Note that sample custom fields in the sample .CSV file are just samples! You’ll need to create your own set of custom fields if you’re planning to import additional fields.

Once you have a .CSV file ready to import, proceed to Step 2.

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Step 2. Upload file

Drag and drop a .CSV file or click to choose a file from your local computer.

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Once the files have been added successfully, press Next Step at the bottom right corner to proceed.

Note that by default, first row is a header. If you want to treat the first row as data value, turn this mode off by switching the top left toggle button.

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Step 3. Match columns

In this step, you can match the columns in your .CSV file with the data fields in Relate.

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Note that you can also skip any fields you do not wish to import.

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Smart fuzzy matching

Input CSV file and destination columns are automatically mapped using smart fuzzy text matching.

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Fix validation issues seamlessly

If any fields need fixing, you can edit them as if you’re editing a spreadsheet directly from the import page. No need to go back to your local Excel file.

If anything goes wrong during this process, error will be displayed in red.

Relate Data Import error

Proceed to next step once you have matched all of the columns.

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Step 4: Import data

Once you click the Import Data button you should see a confirmation. Confirm the import and you should be able to see the screen below.

successful Relate Data

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Check whether your import is successful

Go to your workspace and check whether your import is successful. Sometimes, you might need to revert — while we do not have a self-revert feature, feel free to reach out to our team via messenger located on the bottom left corner of the app.

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Frequently Asked Questions