Import - Advanced
The files that you want to import can include the same contacts or title names, dates and birthdays or you may want to import your Leads directly to a specific pipeline. In this case, it can get a little confusing. Let’s see what you should consider while making advanced imports.
If you want to learn more about importing, you should first visit our How to import and Import settings articles.
In this article you will be learning:
- Field types during import
- Importing data into different pipelines and stages
- How does Kommo deal with duplicates while importing
- How to import leads with a few contacts attached
Field types during import
There are a couple of things you need to keep in mind when importing data into Kommo fields. Let’s take a look at each one of them in detail:
- Date type fields: To import any date type field, you will need to use the following date format: DD.MM.YYYY or MM.DD.YYYY. Otherwise, it will not be imported. If you plan to import any dates, the file should be in the .csv format.
- Creation date: If the creation date is not stated in the file, it will be the date of your import.
- Birthday: If the date format is incorrect, the birthday field will contain the following date: 01.01.1970
- Select type fields: All the select options are case-sensitive and need to be spelled correctly, otherwise, a new option gets created. You can uncheck the “Automatically add items to list” pin to avoid that.
- Multiselect: If you need to import a couple of options at the same time, separate them by commas: option1, option2, option3.
- Radio button: If the option is missing in the file, the first option in the field will be chosen by default.
- Checkbox: In order for the box to be checked, enter the value “Yes” in the cell. If you don’t need the box to be checked, then leave this cell empty.
- Numeric type field: For these types of fields (including Sale) the value should be an integer.
- Address: There can only be one address type field. To import this type of file, split the value into the following columns: Country, Region, City, Zip-code, Address.
Importing data into different pipelines and stages
By default, all the uploaded data goes into the first pipeline and the first stage, no matter which pipeline you import the file from. You can change that by adding two extra columns into your file: Pipeline and Lead Status (for lead stages):
- The names should be spelled identically to the pipeline/stage name in Kommo.
- The ‘pipeline’ name is not case-sensitive but if you misspell it, the uploaded leads go to the first stage of the first pipeline.
- The ‘lead status’ name only accepts the ‘first word upper-case’ format. For example, ‘Offer made’ or ‘Initial contact’.
- If you add just the ‘Lead status’ columns, the leads will be imported into the first pipeline.
If you’ve done everything correctly, the data will be imported into the right stage:
How does Kommo deal with duplicates when importing?
When you import a file, Kommo looks through it and merges the needed duplicates. Let’s take a closer look at it:
- If two lines in your file are absolutely identical, Kommo will only import one line.
- If two different lead titles have the same contact and company name, two separate leads will be imported with the same contact and company attached to them.
- Contacts with a different company and lead are counted as different contacts.
- If two leads have the same contact name and no company, then two different leads with the same contact are imported:
- If contacts and leads are the same and the companies are different, then nothing will be merged.
How to import leads with a few contacts attached?
In this case, the contacts need to have the same company and lead title:
This is what you will see in Kommo:
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