There are several ways to bring your leads into Kommo and one of the most common ones is importing your old base to start working immediately. If your import file meets all the requirements, importing it will be very smooth.
In this article we will discuss how to configure the settings while making imports. If you haven’t read our instructions on how to import, then please visit our
How to import article.
In this article, you will be learning about:
- Matching the field data
- Creating new fields
- Tags when importing
- Importing templates
- Delimiter during import
Matching the field data
If you’ve prepared the file correctly and the headings match the fields in Kommo, you are off to a great start! To learn about file requirements visit our How to import article.
However, if you don’t have any headings in your file, uncheck the ‘Do not import the first line (contains field names)’ box. By default, the system starts importing it without the first line to avoid importing headings.
Under each column in the import settings, there is a coinciding Kommo field. If the field doesn’t match any of the fields in Kommo, it displays ‘Do not import’. You have to match it to any available fields or just leave it like that if you don’t want it to be imported.
Let’s say that you have named your Leads as “Clients” in your spreadsheet. However, because there is no ‘Clients’ field in Kommo, the system chooses “Do not import”. You can just click on the dropdown and select the ‘Lead title’ field. This way all the characters in the ‘Clients’ column will be transferred to Lead cards as Lead names.
You can match any of your Spreadsheet or Google Sheets fields to any given categories in Kommo or just choose not to import them.
Creating new fields when importing
If you don’t have a matching field in Kommo, you can set it up on the go. Just scroll up to the ‘New custom field’ option. After you click on that option, you will be able to name the field, choose its type and decide in which section to upload it (Contact, Company or Lead) and save the settings.
Tags when importing
When you are importing a file to our system, an automatic tag gets attached to the card you are importing. This feature helps you search for the data in Kommo after you import it. The automatic tags are formatted like this: ‘import_datemonthyear_hourminute’. For example, ‘import_08022019_1253’.
During the import, you can also attach and create your own tags. You can choose an existing tag, or create a new one by typing in the ‘Create tag field’:
After the import is complete, you can Filter all your imported data by the tag that you attached to them. You can do this using the ‘Search and Filter’ bar in Leads, Lists or Customers.
Matching fields can be a very tiring task. Of course, we would suggest naming all the headings the same as the fields in Kommo. However, if you didn’t do that beforehand and matched all the fields manually, you can save a template for the future imports you are going to make. With a template, Kommo will automatically recognize the column names and match them to the correct fields.
To create a template, just enter its name in the ‘Save template’ field. If you have already created your template, you can choose it in the ‘Template’ field:
Delimiter during import
Delimiter of your file can be important for successful import. The system chooses it automatically depending on the format of your file. For example, .csv files are separated by a comma. If the system doesn’t choose the Delimiter correctly, make sure to switch it to the right one. In case the delimiter is incorrect, everything will be imported on one line.
So how to define a delimiter of your file? This is a list of delimiters for the 4 supported file types:
- If your file ends with ‘.csv’ – it’s comma separated
- If it ends with ‘xls’, ‘xlsx’ or ‘ods’ – it’s semicolon separated
Tip: Delimiter is a character that separates the text strings. It helps the system understand where a word or phrase ends and next one starts.
To learn more about the Import features visit our Import – Advanced article.
Need more help in setting up or troubleshooting? Contact us by sending an email to email@example.com or write to us on Facebook.
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