Select the Admin icon in the Buddy Bar, followed by Data Management and ImportCSV in BuddyCRM.
From here, you should select either Upload Account CSV or Upload Lead CSV.
You should prepare your data in an Excel Spreadsheet and save it as a CSV file. There are certain mandatory fields that will need to be completed:
- Company Name
- Owner email (i.e.sales person)
- Title
- First Name
- Surname
- Account profile
- Rating type (for accounts)
- Lead Source
- Lead Status (for leads)
- Contact Frequency
Ensure that there are no commas within the data.
There are some further tips for preparing your data here
Once your data is prepared, select ‘Edit Mapping’.
You can add the desired columns into the list on the right using ‘add’, and can use the arrows to reorder. It is important that the columns in your mapping match the exact order of your CSV, and that all mandatory fields (indicated with an Asterix) are selected. Once completed, hit ‘save’ at the bottom
Select Choose File and select the spreadsheet you wish to upload.
In this example, I have shown a record I wish to upload to BuddyCRM that is a lead.
Once I have selected this file, the data will appear in BuddyCRM.
The next step is to match all of the BuddyCRM fields with the fields I have uploaded.
In this example, I have already matched Owner Email ID and Company Name, I now need to match all the other fields. Once this is done, click Validate. BuddyCRM will tell you if all the records are valid or if there were any issues with the data. If there are no problems with the data, then click Validate and Save and your records will now be saved in your BuddyCRM.