Import

Our Powerful Import feature allows you to import your Leads and contacts from an external source such as a Microsoft Excel.csv. Excel file and your Gmail account. Following these steps will minimize your effort and help you to import your leads into Soffront Online easily.

To import your data from CSV follow the steps below

Convert your Excel data sheet to CSV

CSV or Comma-separated values are a commonly used format that stores tabular data. It is commonly used for import/ export of data. The CSV format allows you to glance at the file and immediately diagnose if there is a problem with the data. CSV file is plain text so It is easy to read and understand without any learning curve. Read more…

Prepare data for Import (Microsoft Excel .csv)

First step to import data is to prepare your data for import. It is very important to identify incomplete, incorrect, irrelevant, etc. parts of the data and then replacing or modifying them to avoid redundancies and errors. You should also save the data in csv format. Here are a few suggestions which will help you to prepare your data for import Read more…

Compare Field names in source file with fields of Account or Contact form

After you have prepared your data for exporting, compare field names in source file with the field names of the Accounts form.  This will ensure that all your column headers are present in the Accounts form.  If a column header is missing in the form you need to add them.  This will help you to import your data to Soffront Online with the correct header names. Read more…

Add custom fields in Accounts and Contacts form

Customize your Accounts form to accommodate your data set. This option allows you to insert custom fields and Headers. You can also edit and delete existing fields as per your requirements. Read more…

 Import Accounts from CSV file

When you are done creating the source file and customizing your Accounts form you can start the Import. Follow the steps for smooth import. Read more…

 Duplicate checking for Accounts and Contacts

While importing your data you can either check for duplicates or import everything without checking for duplicates. It is always recommended to check for duplicates. Soffront performs the duplicate checking on Email IDs for  Accounts and Contacts. Read more…