Infusionsoft download a .csv file you want to import

Admin Reports. Productivity Tools. Outlook Plugin. WordPress Plugin. Other Apps. Mobile App. Refine Getting Started. Getting Started. Manage Contacts. Internal Forms. Search and tag contacts. Custom Fields. Merge Contacts. Contact Record Billing. Sales Pipeline. Sales Team Reports. Lead Scoring. Commission Programs. Referral Partner Records. Referral Partner Center. Monitor and Pay Referral Partners. Campaign How To's. Campaign Walkthrough.

Campaign Sequences. Landing Pages. Campaign Reports. Just click Download and save the file with contact data to your computer. All trademarks belong to their respective owners. As soon as you have the export file with customer data, you can start importing it into your EspoCRM instance.

The system allows you to import information in CSV file format. In order to migrate data, at first navigate to Administration and click Import in Data section. The import process happens in three steps. The first thing to do here is to determine the type of records that are going to be imported. In this case, select Contacts from the Entity Type list. The next stage is to decide what should be done with the imported records.

In What to do? Select the correct field delimiter, text qualifier, and format for person name, date, time, timezone and currency. The Silent mode option allows to skip most of after-save scripts and workflows, which also increases the speed of import. When you change properties, the preview is updated. If everything is correct, click Next and proceed to Step 2. Field Mapping panel shows how fields correspond to columns of the CSV file.

You can skip importing not needed columns here by choosing the Skip option from the list. If you chose not only to create but also to update records, you will need to tick off fields by which the system will match the records that should be updated. In the Default Values section, you can add fields to the imported records, which is useful, for example, if you want to assign them to a particular user or team.

Once everything is configured here, click Run Import and proceed to Step 3. At this point, you can see the list of imported, updated and duplicated records. Now you can check if the imported data is correct and Remove Import Log to prevent an accidental reverting of the import. If there are some issues with fields in the imported records, you can Revert import and try again.