Contacts, accounts and deals from one spreadsheet
Three record types on every row, a company on two rows and another spelled two ways.
Values from: AU
Examples
Realistic files, real mess, and how each gets in
Ten spreadsheets of the kind people really have to import: several record types on one row, dates written six ways, picklists spelled five ways, a report with totals. Download any of them and try it yourself.
Start here: one file, two ways
One spreadsheet into a CRM, by hand and with Sloose
Companies, contacts and deals on every row, taken into Zoho CRM with its own import and with Sloose, step by step, with the minutes each step takes and what can go wrong.
See both ways
All ten examples
Each comes as a CSV you can download. 4 have a page that takes the file through step by step; the others are ready to try now.
A report with title and totals rows
A title above the header, the region only on its first row, subtotals and a grand total.
Values from: AU
Full names and whole addresses in one cell
Titles, "Last, First", two people in one name, addresses from five countries.
Values from: AU, UK, US, DE, NZ
Mixed date formats: dd/mm, mm/dd, dd.mm.yyyy
The same date written six ways, an Excel serial, and a US date that reads as another real date.
Values from: AU, US, DE, UK, NZ, JP, IE
Picklist values that don't match your CRM
"N.S.W.", "new south wales" and "Tassie"; "google", "Adwords" and "Google ads".
Values from: AU, US, CA, DE, UK
Lookups by ABN, VAT number, email or code
Tax numbers with and without spaces or a prefix, an email in mixed case, a product code in lower case.
Values from: AU, UK, DE
Updating existing contacts without duplicates
The same person twice in different case, a changed surname, a shared inbox.
Values from: AU
Next month's file, with small differences
A renamed column, a new column, ISO dates, "M-412" for "M-0412", a new membership level.
Values from: AU
Another CRM's export, in two linked files
Organisations in one file, people and deals in another, linked by the old system’s ids.
Values from: AU
A grouped layout: the company once, people under it
Branches and contacts listed under a company named only once, and a vacant row.
Values from: AU
About these files
Every person, company, address, email and number in them is made up. They are untidy on purpose, in the ways real exports are untidy, and they mix countries because real files do: a date column with dd/mm beside mm/dd, a state column with NSW beside California and Bayern.
To try one, sign up, connect your CRM, and upload the file as it is. The docs walk throughyour first import.
Bring one of these, or your own
Start on the free plan. No card needed.