Import2 is a
third party solution that
assists in app to app
imports, imports via CSV,
and exporting data to populate
and extract information
between your
tools.
In order to use Import2
imports and exports, you must have an Import2 account.
For
any
queries
relating to this import tool,
please
contact Import2.
Within Import2, you can import data
to Teamwork CRM from a CSV file to populate
and update your site.
Import requirements
Before
importing your data,
all pipelines,
stages, users,
and custom
fields referenced
in your import must first
be added to Teamwork
CRM.
To
import deals into Teamwork
CRM, you must first import
companies, followed by
contacts, and lastly deals.
This is to ensure deals can be
associated with the companies
and contacts when
imported.
Import setup
You must first connect to
Import2 via the direct login option to Import2.
Once connected, go to the
Import2 dashboard and click
the New option
in the CSV import section.
In the Import via CSV modal, select
Teamwork CRM under the Where are you
Importing? option.
You can then choose which items to
import (companies, contacts, deals, and
activities).
The What do you want to do? Field
provides the following
options:
- Add new records
- Update existing records
- Add new and update existing
records
Once selected you can then choose
how often you would like to
import:
- One-time - is for use on a once off
import.
- Auto - provides an email address to email
your file to. This option is for multiple
imports of the same mapping.
Click Choose File to
browse and upload a local CSV file. Once
processed, select Continue to
proceed.
You will then be able to configure your
field mapping. This is to ensure the
fields from your CSV file map correctly
allowing for the content to be imported to
the correct corresponding
field..
Select Start import once
complete.
Depending on the items you are importing,
certain required fields exist. If these
are needed, a pop-up will inform you of
the requirements and enable you to add
mapping.
Onetime imports will complete
instantly, providing full details of the
import.
If Auto import was previously
selected, you will be provided an email
address to send your CSV import to. Use the
clipboard icon to copy the email
address.
Once you email the address provided
with your CSV file, it will be imported into
Teamwork CRM with the mapping you had
pre-selected.
You can locate the email address
again via your import history within
Import2.
Import2 errors
Any rows
that fail to be imported during the import process will be listed under
an Errors section.
You can choose to:
- Undo - this will undo the full import
attempt
- Retry errors - will allow you to return to
your mapping section for review and
editing
- Download failed rows - downloads the error
rows to a CSV file
For more information, see: Export via
Import2