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.
Steps to Import Data
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.
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.
3. Upload the File
Return to the Import Data section.
Click “Upload File” and select your CSV or Excel file.
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.
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.
6. Verify Imported Data
Navigate to the relevant section.
Use the search bar to confirm that the records were successfully imported.
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.