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.
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.
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
Once selected you can then choose how often you would like to import:
- One-time - is for use on a once off
- 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.
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
- Retry errors - will allow you to return to
your mapping section for review and
- Download failed rows - downloads the error
rows to a CSV file
For more information, see: Export via Import2