Import Files

What Are Import Files?

The Import Files feature in Senegal Software CRM allows users to effortlessly create data related to leads, companies, contacts, opportunities, shifts, talents, and programs by importing a CSV (comma separated values) file that contains the relevant data. It ensures bulk record creation while ensuring data accuracy and consistency across the system. For example, if a tenant needs to generate 100 talents, multiple shifts, or multiple programs, they can do so effortlessly by importing a CSV file. Import Files saves time and effort.

Users can upload the following CRM entities:

• Leads: Quickly add new potential clients.
• Companies: Add clients and business partners in bulk.
• Opportunities: Update sales pipeline data without manual entry.
• Talent: Import talent in bulk.
• Shifts: Streamline workforce scheduling and assignments.
• Programs: Manage event-related data efficiently.

What Are the Benefits of Import Files?

• The Import functionality saves time and increases efficiency. Itallows users to create hundreds of records in minutes.
• It ensures that all data is recorded accurately and consistently across the system.
• Automated checks prevent missing or incorrect data, reducing manual intervention.

How Does Import Files Works?

The Import functionality allows importing data related to leads, companies, contacts, and opportunities via dedicated templates. Users can download these templates to ensure accurate field alignment for CSV uploads. When uploading a CSV record, the system auto-matches column headers with CRM categories (e.g., First Name, Email Address, Phone Number) and flags unmatched fields as red for manual mapping.

Users can select fields to import and drop, finalize data, and receive email confirmation upon upload completion. Successfully imported records appear in their respective sections, simplifying bulk data entry and management.

This guide provides comprehensive information on using the Import Files feature to streamline the creation of shifts, talents, and programs via CSV file uploads. It explains various scenarios, required fields, and system behaviors when processing imports.

This guide covers the following topics:

• How to execute a casual import in shift using a CSV File? Read more.
• How to import talent? Read more.
• What is the significance of auto-generated shift numbers? Read more.
• How to enter the shift date and time? Read more.
• How to import shifts using separate start date and start time columns? Read more.
• How is data validated in import? Read more.
• What is skip toggle? Read more.
• How do overtime rules apply to shift imports? Read more.
• What happens if a talent is being committed on a holiday during shift? Read more.
• What Errors Arise if Overtime Limit is Exceeded During Shift Import? Read more.

FAQs

What happens if field names do not match?

If the field names do not match, the column is dropped during import. If users want to match it with any other column, they must use the edit icon next to the column name. See the image below:

Please read the underlined text in the image above.

What is create on the fly?

“Create on the fly” is a feature that allows users to instantly add new dropdown values directly from the mapping interface without leaving the current screen.

How It Works:

• If a value is missing from the system, the corresponding column will be highlighted in red.
• By clicking the Edit icon, users can access the mapping options.
• Within the mapping options, there is a toggle switch labeled “Create on the Fly”.
• When this toggle is turned ON, the system will automatically create the new dropdown value and add it to the list.

This feature helps users quickly update dropdown options without manually adding them from the settings or configuration panel. See the following images for clarity:

How can date formats be changed?

The template sheet automatically accepts the provided date format and processes it accordingly.

What is the “Required” toggle?

The “Required” toggle prevents file processing if any mandatory fields are left empty. When enabled, the system will stop processing until all required fields are filled.