We'll Cover
How to Import Clients?
You can bring Clients in bulk in Clientjoy. You can export the data from other tools in CSV format and then can import that in Clientjoy easily.
❗Things to ensure before you begin import:
If you have fields in your CSV file which doesn't exist in Clientjoy then first you need to create custom fields for these Clients to capture additional information. In the import, you'll be asked to map your CSV columns with the Client fields.
When using custom fields that allow specific lists ( lists, dropdowns, selects, etc.) ensure that all possible values are pre-populated in Clientjoy's custom fields. This will prevent any mismatched values or duplicate values. Clientjoy will ignore the case (capital case or small case) mismatch but if there are any spaces or character mismatches then you will get an error.
Make sure that all mandatory fields in your Client are present in the CSV file. Sometimes you create custom fields that are mandatory for Clients. Ensure that those fields are populated in the CSV file.
Do not use comma-separated values for Clientjoy's existing fields of Client's contact information like email and phone number. If you have comma-separated values then add new custom fields to retain them.
Please remove extra spaces at the beginning or end of the words if any.
Date formats that are accepted are 'MM/DD/YYYY', YYYY/MM/DD, or ISO format (2022-02-08T10:41:00.652Z).
Ensure your CSV file is UTF-8 encoded. Most of the exporters give in UTF-8 format only.
Clients having the same email id will be considered duplicates.
The deal size's currency will be auto-set to the workspace's default currency.
Navigate to Import
Navigate to the Clients module. Click on the Import from the dropdown icon available at the top right corner beside the +New customer button.
Read the Instructions
You will see the below screen. Read the instructions given on the page.
✍️ Note: You can download the sample file to know your CSV file should look.
Upload the CSV file
You can upload your CSV file by clicking on the upload file or by dragging and dropping it.
✍️ Note: Your CSV file should be smaller than 10 MB. If bigger then please split the records into multiple files.
Once uploaded your file will be shown to you like in the below image
Map the CSV Headers
Next is mapping. You will be shown your file headers, next to it you'll see the first record picked from your CSV file for reference. Next to it, you'll be asked to map the CSV headers with your Client's fields in Clientjoy. Click on the choose a field dropdown next to your file header
This will open up the list of all Clientjoy fields including your custom fields. All mandatory fields will come on top. Choose the correct Clientjoy field which should capture the information of your CSV file.
After mapping all the fields, click on continue.
Summary Stage
Next, you'll be asked to specify how to hand in the duplicate records. You can create duplicate records or can ignore duplicate ones. Duplicate emails will be considered as duplicate records, any other duplicate information will be ignored.
You can also define who will be the owner of these new Clients. You can choose from the list of your teammates and can assign them the Clients.
Once done, click Continue to start the Import.
Import Start
Your import will begin now. It can take a while to import your CSV file so you can resume your work. Once imported you'll be notified via Clientjoy notification and email
Import Complete
You'll receive a notification on your notification bar when the Import is done.
You'll also receive an email notification when your Import is done.
How to know and handle errors in Import?
If there are any errors in the Import then you'll be sent an email with the number of records in which the error came. There will be an attached file in the error which will have all the records which had errors.
You can open the CSV file attached and the first column will tell you the error in each record as shown below
✍️ Note: You can make corrections in the error CSV file only and can import again.