ImportSync – CSV Mapping For Perfex CRM

Introduction

ImportSync is a powerful plugin for Perfex CRM that allows you to seamlessly integrate your existing data with Perfex. One of the most useful features of ImportSync is its ability to map CSV files to your Perfex data, making it easy to migrate your existing contacts, companies, and leads into your Perfex CRM. In this tutorial, we will guide you through the step-by-step process of using the ImportSync - CSV Mapping feature for Perfex CRM.

Prerequisites

Before you start, make sure you have the following:

• Perfex CRM installed and set up on your server
• ImportSync plugin installed and activated on your Perfex CRM
• A CSV file containing the data you want to import into Perfex
• Basic knowledge of Perfex CRM and its modules (Contacts, Companies, Leads)

Tutorial: Using ImportSync - CSV Mapping for Perfex CRM

Step 1: Preparing Your CSV File

Before you can import your data into Perfex, you need to prepare your CSV file. Make sure your CSV file is in the following format:

• Each row represents a single record
• Each column represents a single field (e.g. first name, last name, email, etc.)
• Use a comma (,) as the delimiter
• Use double quotes (") to enclose field values that contain commas or other special characters

Here's an example of what your CSV file might look like:

First Name","Last Name","Email","Phone Number" "John","Doe","johndoe@example.com","+1 555 123456" "Jane","Doe","janedoe@example.com","+1 555 789012"

Step 2: Configuring the ImportSync Plugin

Log in to your Perfex CRM and navigate to the Settings module. Click on the Plugins tab and find the ImportSync plugin. Click on the Configure button to open the plugin settings.

In the ImportSync settings, click on the CSV Mapping tab. This is where you'll define the mapping between your CSV file columns and the corresponding Perfex fields.

Step 3: Creating a New CSV Mapping

Click on the Create New Mapping button to start creating a new CSV mapping. Enter a name for your mapping, such as "Import Contacts from CSV".

In the CSV Columns section, click on the Add Column button to add each column from your CSV file. Map each column to the corresponding Perfex field by selecting it from the dropdown menu. For example, you can map the "First Name" column to the First Name field in Perfex.

Here's an example of what the CSV Columns section might look like:

Step 4: Configuring the Import Options

In the Import Options section, you can configure additional settings for your import. For example, you can choose to import only new records, update existing records, or append new records to existing ones.

Here's an example of what the Import Options section might look like:

Step 5: Running the Import

Once you've configured your CSV mapping and import options, click on the Run Import button to start the import process.

Perfex will now read your CSV file, map the columns to the corresponding Perfex fields, and import the data into your CRM. Depending on the size of your CSV file and the speed of your server, the import process may take some time.

Step 6: Verifying the Import

Once the import is complete, navigate to the corresponding Perfex module (e.g. Contacts, Companies, Leads) to verify that the data has been imported correctly.

You can also check the Import Logs section in the ImportSync settings to see a detailed log of the import process, including any errors or warnings that may have occurred.

That's it! With these steps, you should be able to successfully use the ImportSync - CSV Mapping feature to import your data into Perfex CRM.