This article covers how to import your data in CSV format into Fieldmagic using the Import Wizard.
Fieldmagic supports the import of data into the following modules in the system:
- Contacts (Linked to Customers)
- Contacts (Linked to Opportunities)
- Contacts (Linked to Sites)
- PriceBook Items
Accessing the Import Wizard
1. Navigate to the Settings area as below:
2. Select Import Wizard:
Preparing your Data for Import
1. Once you are in the Import Wizard area, simply click on the "Add+" button below to display the various modules to import data into:
2. This will then show the below screen:
3. Selecting a module will then display the available import template which you can select to download to understand how your data file should be organised for import:
Example Download File Template:
Your download template will provide examples of the formatting of your data as highlighted in the columns below. This example data should always be removed prior to importing your data.
Tip: Not all columns are required to be filled in, only the required* fields in Fieldmagic.
Required fields include:
- Type (Either "organization" or "individual")
- Is Customer (Set to "1" if this is a Customer)
- Is Supplier (Set to "1" if this is a Supplier)
- On Hold (Set to "0" if not on credit hold)
it is suggested that the "email_address1" column is also populated as this will be used to map the email address of that Customer to your Accounting System.
Once you have organised your data, you are now ready to upload it.
You will then be presented with the below progress status on your upload:
Email Confirmation on Upload Completion will be sent as well once all your data has been processed:
You will then be able to review the outcome of your import.
In the below example, we can see that one Row of data was successfully imported, while the system detected issues with 9 remaining rows that did not import:
Reviewing Import Errors
Fieldmagic will provide an output file called errors.csv which will allow you to understand the issues with your import rows:
This example shows that the error rows were due to no "type" being defining for the Customers: