Importing Persons into Your CRM

  • Updated

This article provides a step-by-step guide on how to import Persons into your Customer Relationship Management (CRM). This feature allows you to streamline your data management process, ensuring that all relevant information is easily accessible within your CRM.

 

Selecting the File for Import

To import Persons into your CRM, navigate to the CRM, select "Contacts" from the side menu, followed by the "Persons" Tab. Select the "Import" icon. You will then be prompted to select the file you wish to import. 

79.png

80.png

Matching Field Names

After your file has been imported into BigChange, you will be asked to match the field names from the drop-down menus . This ensures that the data is correctly stored within your CRM.
81.png

Understanding Additional Fields

Additional fields relating to a Contact's Primary Person have been added to facilitate the import process. These fields provide more detailed information about each contact.

Importance of the Contact Reference Column

When importing Contact Persons, it is essential to include the Contact Reference column. Failure to do so will result in the Person not being attributed to the Contact in the CRM. If you have exported Persons and updated them in Excel, the UID (Unique Identity Number) on the export must be included. This ensures that the Persons will be updated, rather than duplicated.

Using the Contact Persons Template

A '"Contact Person Import" template can be downloaded from this article and used to facilitate the import process. 

Conclusion

Importing Persons into your CRM using BigChange is a straightforward process that can greatly enhance your data management capabilities. Remember to include the Contact Reference column and use the Contact Persons Template to ensure a smooth import process.