How to Import Data From CSV

You can import your data into Flowlu from a CSV file. Flowlu allows you to choose the field matching. 

Note: Your list of the imported data should be in CSV format. If you have an Excel file, please save it as CSV first.

Settings

• File format—only CSV;
• Preferred encoding is UTF-8 (the system recognizes your encoding automatically if it's different);
• A separator of fields (columns): it's better to enter there a comma, but can also be: semicolon, space, vertical slash, colon;
• It is preferable that the first row contains the name of your columns;
• If you want the field to include the names of the responsible users or the owners of the records, you need to fill in the field (column) and specify the user's name (you can choose it during setup).

Please note the import option is available only for users with Admin access rights to the corresponding module. It means that if you want to import list of tasks then you need to have admin access rights to the Tasks module.

Field Matching

On the Field Matching step, select the corresponding field name in Flowlu. Please note that if Flowlu does not have fields you need to import, you can create your own custom fields in Portal Settings > Custom Fields and select the entity you want to create files for. Please remember that you need to create these fields before you start the import.

You're able to import the following field types:

• text;
• boolean;
• user;
• number;
• decimal (money, price);
• date & date with time.

If you're unable to import (or can't find the import option), check if the Import module is installed and your user has access to the module.

Import Module

To install this module, go to the Marketplace.

Next, check that the app is installed, and if the title doesn't have the checkmark, then you just have to install the app by clicking on View more -> Install.

The following articles will help you with the import of specific data:

How to Import Contacts

How to Import Organizations

How to Import Products and Services

How to Import Tasks

How to Import Opportunities

How to Import Payments/Expenses

How to Import Estimated Revenues/Expenses