If you're migrating into ProsperWorks from another CRM or contact management solution, you can import your existing data.
Please watch this video before taking your importing steps so you understand what the process will look like from start to finish:
Now that you have an idea of how this process will play out, here are some important considerations to make before you get started:
- Import companies first, then people and then opportunities. Importing in this order will ensure that all records are related correctly. Leads can be imported at any time.
- We recommend using our formatted Excel and CSV templates to ensure your data is formatted properly. You'll be given the option to download the templates during the import process.
- We support file sizes up to 3MB. If your file is larger than 3MB, we suggest you break it up into multiple files.
- It's a good idea to do a test with a smaller import file first to make sure your file works.
- Set up your custom fields and contact types before you import so you can import to those fields. Do not name any of your custom fields the same name as your default fields, as this will cause the system to ignore the default version of the field.
- The first row of your import file must be the column headers you wish to import to.
- If a column within the data table does not have a column header, your file will not import properly.
- If there is data in a cell outside of the data table, your file will not import properly.
- Importing tags with more than 50 characters will cause that import row to fail.
- Sign into your ProsperWorks account, and click the 'Settings' link from the lefthand menu.
- Under 'Data Management,' choose the option to 'Import Data.'
- Choose the record type (i.e. leads, people, companies, opportunities) you'd like to import by clicking the blue 'Import [record type]' button. Note that we recommend importing leads and companies first, followed by people, then opportunities.
- On the next page, choose the file type you want to import. Here, I'm choosing Excel:
5. On the next page, click the blue 'Choose File' option to upload your file:
6. Once your import loads successfully, you'll see it displayed like this. Across the bottom of the page, you might see red text indicating one or two error types: 'You need to match __ fields' or 'You need to fix __ invalid cells.' Click the link to either of those if you see them listed in red along the bottom of your import page:
7. Once you've fixed any inaccurate columns or cells, then click the blue 'Continue Import' button.
8. You'll be taken back to the Import data page where you can see the status of your import. There are three possible statuses you might see:
- Initializing - We are processing the import.
- Blue status bar - This bar shows you how far along your import is. This may take several minutes depending on the size of the import.
- Summary - Your import was completed. Click the 'Summary' link to see the details.
'You need to match __ fields' - Across the top of a column, you may see a red underline indicating there is no matching field inside ProsperWorks to store that column's data:
- Click the 'Select Field' menu above any column underlined in red to do one of two things:
- Select the matching field already in ProsperWorks. Note the name or spelling of these fields does not have to be the same (for example, you could tell a .csv column called 'Workplace' to map to a ProsperWorks field called 'Office.'), but the two fields have to be the same field type.
- If the field you want to match does not yet exist in ProsperWorks, create a matching custom field. As a best practice, if the field does exist in ProsperWorks, use that default field instead of creating a custom one:
'You need to fix __ invalid cells' - This means the data entered into the spreadsheet is incompatible with the field it's being sent to in ProsperWorks. For example, if you have a numeric field for phone numbers and your spreadsheet contains an email address in that column, you'll get the error message. Scroll along the top row that lists each column name until you find columns indicating they have data that needs to be fixed:
9. When you click the blue 'Fix' button for each column, you'll see the cells that need to be fixed. Enter the correct value to the right of the incorrect one. If the value should be blank, just click the space bar to populate that blank space. Click 'Save' when you're done:
Need to undo your import? Follow the steps below:
- Sign into your ProsperWorks account, and click 'Settings' from the left-hand menu.
- Choose 'Import Data' from the 'Data Management' section.
- Click the 'Revert Import' link to the right of the existing import you'd like to undo:
4. You'll see a pop-up window displaying the details of the import and asking you to confirm you want to undo it. Click 'Revert this Import' to move forward:
5. Your import is now removed from your Settings > Import Data landing page.