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Importing from CSV Files

  1. Select the dropdown from the module header you wish to import to

  2. Select Import [Module]

  3. Select a file from my computer, and then press Next

  4. If required download the template, if you already have file to import then skip to step 6

  5. Populate the template with your information. Be mindful of required fields (You can check you haven't missed any of these in a later step)

  6. Click Browse

  7. Select your file to import. Choose between Create new records only and Create new records and update existing ones as required

  8. Click Next

  9. If not using the template map your fields from the dropdown. You can ensure you have all of you required fields here as these will be red and suffixed with an asterisk

  10. Click Next

  11. Select fields to be used for duplicate checks. Email address works well

  12. Click Next

  13. Check any errors and correct before reprocessing if required

Note: The amount of records that can be imported at once is dependent on a number of factors. Including fields importing into and any processes triggered for each record. As a rule of thumb it is advised to import 1000 lines at a time maximum

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