You can import leads, contacts, companies, deals, and products. If you have a customer database, transfer it to Bitrix24 in a few steps.
You can start the import on the item page. For example, for contacts: CRM > Customers > Contacts.
The most common way is to import a CSV file with your settings. This is the name of the import method, when you customize the file in the process, following the Bitrix24 instructions. Let's consider this option using contacts as an example.
In the Contacts section, click the gear icon and select Import custom CSV.
How to import a file
Since the CSV file format is different from the usual Excel format, we recommend using a prepared template. Download it in the Import file example field.
Transfer information about customers to the template and upload the prepared file to the Data file field. Specify the Column separator.
After entering all the settings, click the Next button.
The next step is to configure field matching. CRM will automatically check the system and custom fields for a match. If it doesn't, select the appropriate field in the system to match the field from the file.
For the correct import, First name and Last name fields must be filled in.
On the same page, check the import data and click Next.
Decide what to do with the records that are already in the CRM. By default, the system checks uniqueness by Full name, Phone number, E-mail fields.
Click Next and you will see the import results.
To go back to work with the CRM, click Ready. To upload a new file, click Import another file.
Possible import errors
All fields open in one cell
You downloaded a template file and it did not open correctly in Excel.
To return a file to its original appearance, open an empty file in Microsoft Office. Click Data - Getting external data - From text.
Select the file you want to convert. In our case, it is a template for importing contacts.
Follow the instructions.
- In the first step, specify the data format and click Next.
- In the second step, check the selected characters separator and click Next.
- In the last step, click Done. The file is converted and ready to work.