Collabox allows you to import your contacts, suppliers and customers from a document in CSV format. So you have everythingyour data in one place.
If you have not already done so, please refer to this article before proceeding.
How to prepare your CSV file
Before importing your data into Collabox, it is essential to prepare your document well. First, make sure you have these three essential columns for importing: “Name” and “First name” of the contact and “Customer name”. These three headings are mandatory for importing into the Collabox.
You can add as many columns as you want, such as address, email or phone number. Make sure you always have one piece of data per column.
What is a customer
A customer is the entity to whom you sell your product or service. The invoice is sent to the client at the end of your project.
What is a contact
The contact is a person whose details you want to keep for several reasons. It can be a customer, a prospect, a supplier or a professional subcontractor.
How to import your contacts
The first step is to click on the “Configuration” icon located in the navigation bar at the top of the page.
Then click on “Import” in the left sidebar.
Once on the import page, you can see all the ones that have already been done. To start a new import, click on “Add import”.
To import your contacts, the file must be in CSV form. You can see the steps to convert your Excel to CSV here. If you already have your file, select it with the tool. Choose the options “Text” and “Do not import the first row” (only if the first row contains the column titles) in the import format.
Then choose where in the Collabox you want to import your data: “Customers”, “Suppliers” or “Contacts”. In our example, we chose to import our data into our contacts.
Configuration of headings
The second step of the import is to associate the columns in your file with their correct name (title) in the Collabox. So, choose what each column corresponds to.
Then, if necessary, add a non-existent heading. This The third step allows you to create custom fields if you have information in your file that has no equivalent in Collabox. If you don’t need it, continue to the next step.
The fourth step is important since it allows you to assign the files that will be created to your employees / salespeople. If several employees are involved, select them all.
Finally, verification ensures that the file is imported correctly. If an error has occured, it is always time to modify it by clicking on “Modify”. You can switch from one contact to another using the arrows. If everything is perfect, click on “Import contact list”. Of course, if you are importing a list of customers or suppliers instead, the button will change accordingly.
The last step is to confirm the import. It is important to verify that the number of contacts imported is equal to the number of entries in your CSV file. If not, check your file and / or the import process.
How to delete an import
At any time, you can cancel an import and start over. So you don’t have to be afraid of making a big mistake for your business!
To delete an import
If you’ve made a blunder in your import and you want to undo it, you can. When you are on the import page, you must check the import that you want to withdraw and click on “Cancel selected imports”. And There you go! The contacts are now deleted.
Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!
If you have any questions, please contact us and we will be happy to answer you. info@collabox.com (418) 907-9274