Articles on: Customer management

Importing data via the CoManage CRM module

You're only starting to use CoManage and would like to add your customers in the tool? Easy!

Import file (CSV)
In CoManage you can import your data using CSV files. A CSV file is actually a simplified version of an Excel file. For more information about saving an Excel file as a CSV-file, check your Excel program help. In Microsoft Office it's really a piece of cake.
You just have to change the file type to '.csv' when saving it!

Starting your import
You can start importing data by navigating to the overview page. There you can just click the 'import' button.

After that you just select the CSV file you want to import.

Selecting your columns
In CoManage you can choose the order of your import columns. In the following page, all you need to do is select each column to say what data it represents.
There are also a bunch of settings you can choose, like what you're importing, what your date format is, at what line to begin,...

Now all you need to do is wait for the import to finish. After that you jump to an overview page where you see if there were any errors and to revert the import, if you'd want to retry.

Updated on: 16/01/2023

Was this article helpful?

Share your feedback


Thank you!