This is the article if you want to import just Organisations.
If you want to import just Contacts, click this link.
If you want to import Organisations and Contacts at the same time, click this link.
Organisations can be imported in bulk to CTM via Data Manager using a CSV file.
The Importer matches any existing Organisations on the CRM and updates them with your new information, but if it can't find a match it creates a new Organisation.
Your data needs to be carefully prepared but if you follow these steps, the import should go smoothly.
Firstly, Go to Data Manager App, Data Importer tab and click on the + Add a New Import Project.
Step 1 - About
Add some meaningful information in this bus stop. This will help if you return to this import at a later date.
Step 2 - Configuration
Complete the details for bus stop 2.
Step 3 - Data File
Click the Download Template button.
Add your data to the CSV template exactly as specified in the Guide.
Save your file as a CSV (Comma Separated Variable) file. Do not open it again in Excel as the phone numbers may become corrupted.
Click the link and upload your data.
Step 4 - Import
Check the details and import.
Step 5 - Results
The number of rows Attempted, Imported and Rejected will be shown in the Results bus stop.
Q. How many records can I import at one time?
A. up to 10,000.
Q. Are any fields mandatory?
A. Yes, and the Guide highlights those fields in red for you.
Q. Can I import Organisations and Contacts at the same time?
A. Yes, read this article for more details: Importing Data to Contact Manager (Organisations & Contacts at the same time)
Q. My phone numbers went all funny! What happened?
A. Don't re-open the CSV once you have created it. Re-opening a CSV in Excel often corrupts phone numbers so import the CSV as soon as you have created it.
Q. Why didn't my import match an existing record?
A. Check again the Matching Rules below. And make sure the ids, names, postcodes etc are exactly the same as on the CRM.
Q. Can I manually link a Contact to an Organisation after import?
A. Yes, go to Contact Manager and update the Contact record.
Q. Can I manually merge a Contact or an Organisation after they have been imported?
A. Yes, on the record card, click the three button More options menu and select Merge.
Q. What's the difference between Creating and Updating?
A. The Data Importer can be used to create new organisations and contacts, or update existing organisation and contact records on the CRM. If there is data already in Contact Manager, the importer will use Matching Rules to try to match and update an existing record.
Q. What are the Matching Rules?
A. Here is an explanation of the Matching Rules.
Matching Rules to match existing records on the CRM
The importer will try to match your import data to existing data on the CRM using Strong Identifiers. Only one field needs to match for success.
If none of the Strong Identifiers match, the importer will try to match on a combination of fields - Weak Identifiers. Every field in a weak identify has to match for success.
name, address_1, postcode, country
first_name, last_name, email
name, postcode, country
first_name, last_name, phone
name, address_1, country
first_name, last_name, address_1, postcode
known_as, last_name, email
known_as, last_name, phone
known_as, last_name, address_1, postcode
Q. What are the error messages?
A. In the Data Importer bus stop 5, you can download a file of records that have not been imported because they have errors. The errors are shown for each record in the final column. Here is a list of error messages and what you can do to rectify them.
How to fix it.
Unable to match the provided organisation to an existing organisation for a contact record. Check the provided Org fields attached to this contact and try again
Double check the CRM's Organisation ID, or your internal Legacy Organisation ID is correct.
Unable to import Orphan organisations in this file.
(Note: you can only get this error in the orgs only file, not the combined file)
Unable to match the provided Contact_country (via countries_iso_code_2/ via countries_name). Please ensure you're using a valid country!
Ensure you've provided a two letter Country ISO code or the CRM Numeric ID, rather than the full name or other ID. Eg "GB" or "222". For a full list of codes and IDs click here
Invalid phone number provided ([phone number])
Check that the phone number: is prefixed by a type (eg "work"); has a "+" in front of the country code (eg "+44"); is using a correct country code (eg "44"); has no more than 15 digits.
You must provide an Organisation name
Ensure the Organisation has a name, eg "Student CRM"
Please provide a valid School URN. Six digits, starting with 1 for English, 2 for Children Centres and 4 for Welsh establishments, or 7 digits for a Scottish SEED, or 3 digits and 4 digits with a dash for a Northern Ireland DE number
Check the School URN for typos. You can double check the URN is correct by searching the government's database of education providers for the school you want to use.