FieldCamp allows users to import CRM data seamlessly using CSV (Comma-Separated Values) or Excel (XLSX) files. This feature enables quick bulk entry of client details, tasks, and service records, reducing manual data entry efforts and ensuring accuracy.

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Steps to Import Data

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1. Download the Sample File

  • Navigate to the Import Data section within the relevant module (Clients, Jobs , Products & Services).

  • Choose one of the following options:

    • Click “Download Sample File” to get a template in CSV or Excel format.

    • Click “Upload File” to select and upload your own structured file.

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2. Populate the Sample File

  • Open the sample file in Microsoft Excel, Google Sheets, or a CSV editor.

  • Fill in the required fields such as:

    • First Name, Last Name, Email (for Clients)

  • Ensure all mandatory fields are filled correctly.

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3. Upload the File

  • Return to the Import Data section.

  • Click “Upload File” and select your CSV or Excel file.

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4. Field Mapping

  • Once the file is uploaded, a Mapping Popup will appear.

  • Ensure that each column from the file is correctly mapped to the corresponding FieldCamp fields.

    • Example:

      • First Name → First Name

      • Email → Email

      • Company Address → Address

  • Make necessary adjustments before proceeding.

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5. Confirm and Import

  • Click Next to review the mapping.

  • Click “Import” to start the process.

  • FieldCamp will validate the data and notify you of any errors.

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6. Verify Imported Data

  • Navigate to the relevant section.

  • Use the search bar to confirm that the records were successfully imported.

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Key Benefits of Data Import

  • Bulk Data Entry: Quickly add multiple records at once.

  • Accurate Mapping: Ensure fields align correctly for seamless integration.

  • Error Detection: System prompts users to correct mapping issues before import.

  • Time-Saving: Eliminates the need for manual data entry.

With FieldCamp’s data import feature, managing CRM records becomes effortless, enabling users to upload structured data in minutes.

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