First, you need to export your client data from a spreadsheet (Google Sheets, Microsoft Excel, LibreOffice Calc, etc.) as a CSV file.
Where to get a CSV file
To export your data from Google Sheets, select a sheet you'd like to import into NetHunt CRM, then go to File - Download as - CSV.
If you have previously exported your folder to a Google spreadsheet from NetHunt CRM, you would have system data fields such as "Record ID" which you can use later on for mapping during the importing process. This feature would allow you to 1) export your data, 2) modify it in Google Sheets and 3) update the changes during the import process.
How to import data or migrate to NetHunt CRM
To import your CSV file into NetHunt CRM and create a folder based on that data, you need to:
- Click on the NetHunt icon in your Gmail and select the Import data button.
2) Choose Import from CSV...
...then you just drag and drop the file you had already saved on your computer.
Now choose 1) the target workspace and 2) the folder where you want to import the file.
Make sure that all the fields map accordingly. You can either create a new folder with the imported records or add them to an existing one.
If you select one of the existing folders as the destination for your CSV file, you would need to go through one more step - Duplicate checking.
You may select one of the existing fields in your folder you want to match duplicates by (Record ID, email, first name, last name, etc.), and decide what action should be taken upon the found ones. Preferably, try to stick with emails as it is the most unique identifier. You can use also the Record ID in case you need to update those records completely.
As you've checked everything, hit Start import. If there are no errors in the CSV file, you will successfully import your data.
If you have some comments to import, make sure to map your columns from spreadsheets to comments in NetHunt. So in our example we map "Comments October" and "Comments November" to "Save as Comment" in NetHunt.
When importing multiple fields as comments, their original field name will be shown in the new comment.
If you already have this comment in your record, the new one won't be imported to prevent duplicates (there has to be a 100% match between the two).
Congratulations! You've successfully imported your data into NetHunt CRM. Now you may go to the folder and check the imported data.
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