Import Records to Custom Module Follow

Custom Modules in a CRM are typically used to store specific types of data that are unique to a company's operations, and having the ability to import records into these Custom modules can be valuable for better efficiency, scalability, and User Adoption.

With the ability to create Custom Modules Salesmate also allows an option to Import the records to the Custom Module.

To Import the Custom Module Records,

• Navigate to the Profile Icon on the top right corner
• Click on Set Up
• Head over to the Manage Data category
• Click on Import or Migrate option

• Here, you can Import using a file or Import from other CRM(Pipedrive, HubSpot)

• Once you select the option, you will be redirected to the screen to select the Module you wish to Import the Records. If you wish to associate any Module you can simply select the one from here.
• Once you choose the Module click on Next

• Here, you can either drag and drop a File or choose one from your system.
• Then hit Next

• You will be redirected to the Mapping page
• Map the File Columns with the correct Module and the Salesmate Fields
• Confirm the Import
• Once done, click on Next.

• Select the Owner for the Imported Records
• You can Add Tags that you wish to assign to the newly created records.
• You can also choose to Add these records to a list.

• You can then select the option for what should happen when duplicate records are found, you can choose to,
  • Merge records: The system will merge the newly uploaded record into the duplicate one
  • Create Multiple Records: The system will create new records without checking for any duplicates
  • Skip Records: The system will skip the record if it is already present.

• Then select the option to handle blank columns during the merge,
  • Always overwrite: Always overwrite all mapped data fields from the current sheet to the records inside Salesmate
  • Only when values present: Only overwrite if the sheet's records have non-blank values for the mapped data fields

• Merge data of current record and newly uploaded record from the sheet
• Overwrite the current record with the newly available data inside the sheet
• You will get a preview of what the import would be like, the following information will be listed as given below to verify before the import
• Click on " I have verified, start the import " to start the import process and you will be redirected to the next page where the progress of the current import be visible.

• Once, the import has started, the user will be directed to the page where he can see the progress bar
• Once the import is finished, you will receive the message: "Import has finished successfully"
• You can quickly glance through the Stats made available on the import screen.
• Once the Import is finished, it will be visible under the Previous Import option.
• Once the import has been finished, you can see the status of the import
• If the import fails, it will be displayed with a red exclamation icon 
• If the import finishes but with some errors, it will be displayed with a yellow exclamation icon 

• You can view the record Details:

  • Created: New records
  • Updated: Duplicate records updated
  • Download Rejected Records: Records which could not be imported
• In case, you want to revert the import due to any reason, click on the "Revert" option which will remove all the data records uploaded to your account
• Revert option will only be available till 48 hours from the time of import, after which this option will not be available on the screen.