How to format CSV files to import contacts and opportunities into Futuria CRM

Table of contents

1. Key benefits of preparing your CSV file
2. What is a CSV file format?
3. Structuring your file
4. 1. Example of CSV format
5. 2. Mandatory fields
6. 3. Field formatting
7. 4. Supported file type and size
8. 5. Mandatory and optional fields for the import
9. 6. Formatting guidelines by field type
10. List of countries supported in CSV imports
11. Supported time zones
12. Frequently asked questions (FAQ)

Key benefits of preparing your CSV file

This article will help you format your CSV file correctly before importing it into Futuria CRM. By following this guide, you will avoid the common import errors, save time and make sure your data transfers smoothly into your CRM.

Taking the time to format the CSV file properly before importing makes sure your contact data is clean, complete and accurately mapped.

• Reduces the chance of import errors or failed uploads.
• Helps Futuria CRM map the fields automatically during the import.
• Enables contact deduplication and accurate updates.
• Supports custom fields and advanced segmentation.
• Saves time by avoiding data cleaning after the import.
• Increases the success rate of bulk uploads of contacts and opportunities.

What is a CSV file format?

CSV stands for "Comma-Separated Values". It is a simple file format used to store tabular data, such as spreadsheets or databases.

Each row in a CSV file represents a single record, and the fields within the record are separated by commas. It is one of the most widely used formats for importing and exporting data between different systems.

• CSV files typically have a .csv extension.
• You can create or edit them with tools such as Excel, Google Sheets or Notepad.
• Make sure the file contains only one worksheet to avoid import issues.

Example:

Structuring your file

To guarantee accurate data mapping, structure your CSV file with column headers that match the standard or custom fields in Futuria CRM.

1. Example of CSV format

• Each row represents a single contact or opportunity.
• Each column represents a distinct property.
• The header row is mandatory in order to map the fields correctly.

2. Mandatory fields

To create or update a contact, at least one of the following fields is required:

• First name
• Email address
• Phone number

Note: to update contacts, you need a unique identifier (contact ID, email or phone) depending on your deduplication settings. For opportunities, include the opportunity ID if you are updating. Without it, a new one will be created.

3. Field formatting

Follow these specific formatting rules to avoid errors during the import:

4. Supported file type and size

Your file has to meet a few basic requirements for a successful upload.

5. Mandatory and optional fields for the import

Including the right fields helps Futuria CRM identify and process your records accurately.

6. Formatting guidelines by field type

To prevent import errors, follow these formatting rules for each data type in your CSV.

Tip: before importing your CSV, make sure the custom fields have already been created in your Futuria CRM account using the same labels and data types. For help on creating custom fields, see the overview of merge fields and custom values.

List of countries supported in CSV imports

This section contains a table of the country names accepted during CSV imports into Futuria CRM. These are the official country values to use in your CSV file when mapping a country field, whether standard or custom.

Use the exact country names or short codes listed below in your CSV file.

• Purpose: Futuria CRM validates country names during the import. If your CSV includes a Country field, every row must match one of the exact names in this list.
• Format: it must match exactly, respecting capitalisation and spelling. For example, United States is accepted, but USA or U.S. will cause an error.
• Use with custom fields: if you are using a custom country field, you can still benefit from sticking to this list to maintain compatibility.

Supported time zones

Use one of the following time zone formats in your CSV. They are case sensitive and must match exactly.

Frequently asked questions (FAQ)