Importing and exporting data

Here you will learn how to import and export spreadsheets in Bolten!

Master Data Import

To import contacts or deals, start by ensuring that the columns of your spreadsheet have exactly the same names as the fields configured on the platform. The file format must be CSV UTF-8 (comma separated). If your computer saves with "semicolon", open the file in Notepad and replace everything with commas so the system accepts it.

On the platform, locate the options menu (the three dots) next to the record button and click "Import records". If the menu is not visible, try reducing the browser zoom. Just select the corrected file and follow the processing.

If the goal is to import opportunities into the sales funnel, there is one crucial detail: to link the customer correctly, do not use the name, but rather the Internal Identification (ID). The correct strategy is to first export your contact list to obtain these IDs and use them in the funnel import spreadsheet.

— Summary to import a list/spreadsheet of contacts:

• Import it into the Contacts Tool, with the column names exactly matching the field names.

• Export from the Contacts Tool;

• Replace the column name of the IDs in the exported spreadsheet with "Contacts";

• Import this new spreadsheet into the Sales Funnel, also in CSV UTF-8 (comma separated) format.