If you previously worked in another CRM, Google Sheets, or Excel, and now want to switch to keyCRM by transferring supplier data, you need to import the database.
After that, you can start importing other suppliers!
Importing is done in several steps, but first, let's describe two important points:
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Along with the main supplier fields, you can also add custom fields;
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Suppliers can only be imported after they have been activated in Settings → Products → «Suppliers» tab.
Step 1. Preparing the file
In order for your file to upload correctly and the data to be imported, it must be prepared:
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acceptable formats: *.xlsx, *.csv, *.ods;
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the file encoding must be UTF-8.
Step 2. Upload the file to keyCRM
Go to the «Suppliers» section, click on the triangle next to the «+ Create supplier» button, and select «Import suppliers from file»:
The window will display the history of all previous imports. To make a new one, click the «Select file to import» button in the upper right corner.
After uploading the selected file, you will see what data the system has recognized.
Step 3. Import settings
In this step, you need to specify which column in the table will correspond to a specific field in the system, as well as from which row the system will start importing suppliers.
Above each column, there is a row with the «Select» button. Click on it to expand the list of all available fields and select the one that corresponds to the information in the column.
The file must have one column with the name, and the contact details can be in one column or in separate columns in the required number:
Once you have verified that all data has been correctly recognized and you have set the column correspondence, click the «Import» button in the lower right corner.
Actions after successful import
After importing, you will see a message about successful completion (or receive a message by email if the file was large enough).
Also, a record will appear in the import history, which will show:
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the number of imported rows;
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the number of new suppliers;
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the «Existed» column is not relevant for suppliers;
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the number of rows that could not be imported due to incorrect data (by hovering over the «!» icon, you can see which rows were not imported and the reason for the error);
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the button to cancel the import is only available for 24 hours for users and for 2 weeks from the moment of import for the CRM owner. Upon cancellation, the system deletes all suppliers created after import:
