Learn how to import .CSV data into Relate.
Go to the Admin Page, select
Import Data from the left menu bar, and then click
Import Organizations or
When importing customer information into Relate, you can import organizations and people from Import Organizations and deals from Import Deals.
What you need to know before importing customer data
Customer data types
There are three types of customer data in Relate.
You must have an Organization before adding a Person and a Deal because both Person and Deal are under Organization.
Default Data Field
The default data fields for Organization, Person, and Deal are the following.
- Organization Name (Required)
- Person Name (Required)
- Organization (Required)
- Prospect Status
- Pipeline (Only if you have more than 2 pipelines)
- Pipeline Stage
How to import
Go to the admin page, select Import data from the left menu bar, and then click
Import Organizations or
Step 1. Gettting started
If you don’t you can download a sample .CSV file that already has the default fields as well as sample custom fields like
Once you have a .CSV file ready to import, proceed to Step 2.
Step 2. Upload file
Drag and drop a .CSV file or click to choose a file from your local computer.
Once the files have been added successfully, press
Next Step at the bottom right corner to proceed.
Step 3. Match columns
In this step, you can match the columns in your .CSV file with the data fields in Relate.
Note that you can also skip any fields you do not wish to import.
Smart fuzzy matching
Input CSV file and destination columns are automatically mapped using smart fuzzy text matching.
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.
Proceed to next step once you have matched all of the columns.
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.
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.