Import brings in existing companies, people, or opportunities from a spreadsheet instead of typing them in one at a time. Upload a CSV, map its columns to Relaticle fields, review the values, then commit. Relaticle shows you exactly how many records will be created or updated before anything changes.
- Click Companies, People, or Opportunities in the sidebar.
- Click Import / Export, then click Import companies (the label matches whichever list you're on).
- Click Choose a .CSV file, or drop it onto the upload area, up to 10,000 rows and 10MB.
- Click Continue.
Map your columns
Relaticle maps your file's columns to Relaticle fields automatically when the names are close enough.
- Check each Map To field, and fix any that mapped incorrectly.
- Click Continue.
Review and fix values
Relaticle validates every unique value in each column and groups them under All, Needs Review, Modified, and Skipped. Edit a value inline to correct it, or skip a row you don't want imported.
- Click Continue once you're happy with the mapped values.
- Review the counts of records that will be created and updated, click Start Import, then confirm.
Every past import is listed on the Import History page, under your workspace name, including how many rows were created, updated, skipped, or failed.
If a column doesn't map automatically, then set it by hand
Open the dropdown under Map To for that column and choose the right field yourself, or click Clear mapping to leave that column out of the import entirely.
For file formatting rules, matching and updating existing records, and fixes for values the wizard flags, see the Importing data articles.