How to prepare your data to be imported

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In this article we explain how to ensure your data is in the right format and ready to be imported.
 
This is a general guideline and depending on the object you want to import you will have to fill in the template in a specific way:

Watch out!

If you have active Zapier integrations with your CRM, before you import data into Bloobirds, disconnect your Zapier integration with Bloobirds to avoid the overconsumption of your tasks.

Template

To assist you with organising the data, you can download the template from the import page.
 
Screenshot_2021-04-20_at_11.29.37.png
 
Depending on the type of object (lead, company, activity) the template will be different. Select Create new object, then the type of object you want to create and click on NEXT.
 
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Click on download the .xlsx to download the standard template.
 

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Take it as a guideline, this means that you do not need to fill in all columns, only the ones that are mandatory. You will see these fields highlighted in orange on the form -this is explained further down on this article's section mandatory fields.Screenshot_2021-04-20_at_11.35.35.png

Note

For leads and activities, there is additional information that needs to be filled in the template. You need to add a column named Company with the company ID that you want to associate this lead or activity with.

You can also use your own template as long as it is in format .xlsx and you fill in all mandatory and object-specific fields.

 
Once the information has been fill it in and ready, upload it by dragging and dropping it on the area below.
 
Screenshot_2021-04-20_at_11.37.47.png
 

Format

Tabs

Make sure the file you import contains only one tab, clean the excel file from any other information that must not be included in the import.

For example, if you want to import a list of companies, you should only have one tab on the excel with the companies you want to import and all the required information filled in.

Screenshot_2021-04-20_at_11.45.16.png

Mandatory fields

On the template, ensure you fill in all the columns that are mandatory, for each row.
 
Object
Mandatory fields*
Company
Name
Website
Source
Target market**
Lead
Name
Status
Leads source
ICP
Task
Status
Task type
Tittle
Scheduled datetime
Scheduled date
Assigned to
Opportunity
Close date
Status
Company
Activity
Type
Datetime

*These are default standard mandatory fields, always check if your account has other additional mandatory fields.

**For the target market column, if you are not sure which one to choose, use Other.

Depending on your company sales strategy, there will be more mandatory fields that the ones described above.

The fields that are mandatory will be marked with an asterisk * on the form. In this example for the Lead's profile the mandatory fields can be seen below:

Screenshot_2021-04-20_at_11.48.21.png

Field values

The cell needs to be filled in exactly to match the field values, the import is capital and space sensitive. For example, if under column Status you fill in Contacted and the field value on Bloobirds is contacted, it will give you an error when you try to import.

Screenshot_2021-04-20_at_11.50.39.png

If you currently do not have a value available and it is not a mandatory field, we advise you to leave it blank so that it will be later filled in by your colleagues at a later stage. Avoid using values such as 'n.a.'

Fields format

Make sure the fields are filled in the right format:
  • Websites www.company.com
  • Dates yyyy-mm-dd
  • Telephone numbers should not contain spaces or special characters except for the (+ before the country code). For the excel no to take the + as a formula, add the '+ (apostrophe character) in front of the +.
  • Email addresses should contain no typos
 

Imports

Whenever you import a field value or add a column to Bloobirds, this needs also to be created on your CRM with exactly the same spelling.

If not done so, this could cause the integration logs to fail due to non recognised values on your CRM.

 

Final check

Before uploading the excel, make a last check to avoid errors:
  • Make sure the name of the columns did not change
  • All mandatory fields are included in the columns
  • All rows are filled in for the columns that are mandatory
  • All fields are in a correct format: date, website, telephone numbers, email addresses
  • Include the Bloobirds ID for the objects you want to update, if no ID is included the row will be duplicated when importing the data
  • All words are spelled exactly as the field values in Bloobirds, matching the capital letters
 
 
 
 
 
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