This guide will give you a basic walkthrough of uploading Contacts/Customers into Zero BS CRM. If you need more CSV importing power, we recommend checking out CSV Importer Pro.
Upload your CSV File
First up load the CSV Importer. To do this select “Data Tools” and then “CSV Importer” from your ZBS CRM sidebar.
You’ll be presented by an upload screen similar to what you see when you upload a plugin or theme to WordPress.
Here you’ll simply need to select the .CSV file from your computer and click “Start CSV Import Now”.
Map your fields
Once you have your CSV file uploaded, you’ll be presented with the second page of the import wizard, which will look something like the following:
As you can see in this screenshot we’re presented with several drop down lists. Each one of these white boxes represents a field in your CSV (a column). The CSV Importer extension pulls through the first line of your CSV file as an example (Shows up with the label “Map: “). This way you can see what should go where.
Note on Ignoring first line (CSV Column Titles): If your CSV file has a “header line”, that is that its first line contains titles for each column, you will need to tick “Ignore first line of CSV…” – otherwise you’ll get your titles imported as a customer!
On this page you’ll need to go through and select a field to map each of your columns of data (from your CSV) into. For example, if you have “Email address” as a column in your CSV, you can select “Email Address” from the “To: ” drop down list, and then when the importer pulls through that field for each line it’ll assign the customers email address to the right field in ZBS.
You’ll need to select at least one field to map here, and select “Ignore This Field” for any which don’t fit within the ZBS Customer framework.
Note on Importing Tags: Click here for info on Tagging
Checking Your Mapped Fields
Great, so if you’re following along with this documentation you’ll now see the 3rd wizard page, which will look something like this:
This page shows a summary of what will be imported, including the number of lines (Customers), as well as any import settings (Ignore first line), and field mappings you’ve set.
Note: It’s worth going through your field mappings again here. Once you’ve clicked Run Import, there’s no easy way to remove all of the customers that’ll get added.
Unless you see any problems here you can scroll down to the bottom and click “Run Import”
All being well you’ll now see an import which will look something like this:
That means your import was successful! In this example we’ve only imported 3 customers, but you’ll likely have many more. Provided you didn’t hit any snags you should now see all of these customers in your Customers list.
If you have the setting “Save Copies of CSV Files” set, a copy of your CSV file will be available from your CSV Importer settings, otherwise this file will be removed from your server by the ZBS CSV Importer Extension.
You can now safely close the import wizard or click through to another part of your ZBS CRM.
Useful Note: The number to the right of each customer in the log (like #45) is the customer ID for the imported customer.
Congratulations, you’ve successfully imported some customers into ZBS CRM.
Pro Tip: Unless you’re importing customers regularly, you can safely deactivate the “CSV Importer” plugin from your WordPress admin menu. By deactivating the plugin you’ll save one or two milliseconds when loading ZBS CRM pages, (optional).