This internal guide provides the step-by-step procedure for importing contact data into the Accounts module using a CSV file. Following these steps ensures that patient data, phone numbers, and email addresses are correctly mapped and uploaded without creating data duplicates or mismatched records.
Before You Begin
Prepare Your CSV: Ensure your file is saved in
.csvformat and that headers (e.g., First Name, Last Name, Phone) are clearly labeled in the first row.Permissions: You must have Import permissions enabled for your user profile.
Data Cleanup: Check for duplicate entries in your spreadsheet before starting the import to maintain a clean database.
Steps
1. Navigate to your CRM Instance: Open your web browser and log in to your Dazos CRM dashboard with your credentials.
2. Click "Import": Go to the Accounts module and locate the Import button (typically found in the top right-hand corner or under the "More" dropdown).
3. Select CSV File: Choose the CSV option as your file source to initiate the upload wizard.
4. Click the field "Select from my computer": Browse your local files, select the prepared CSV document, and upload it to the CRM.
5. Click Next: After the file has successfully attached to the wizard, click the Next button to move to the mapping configuration.
6. Select the same 3 fields to skip: Review the initial list of fields and manually select the three specific fields designated for exclusion based on your facility's internal protocol (e.g., ID fields or system-generated tags that should not be overwritten).
7. Click "Next": Proceed to the field mapping screen where you will align your CSV headers with the CRM database fields.
8. Make sure Phone number is mapped: Locate the phone number column from your CSV and ensure it is pointed to the Primary Phone field in the CRM.
9. Make sure that email is mapped: Find the email column and verify it is correctly mapped to the Primary Email field to ensure communication remains uninterrupted.
10. Map any other required Fields: Scroll through the remaining list to ensure all critical data points (such as Address, City, or Custom Fields) are mapped to their corresponding CRM fields.
11. Click "Import": Once you have verified that all columns are correctly aligned, click the Import button to start the data migration.
12. Click "Finish": After the system processes the file, a summary of successfully imported records will appear. Click Finish to exit the wizard and return to your updated Accounts list.
Verification / Expected Result
Successfully imported contacts will now appear in the Accounts module list view. Open a few sample records to confirm that the Phone, Email, and custom data points have landed in the correct fields.
Troubleshooting / Common Errors
Mapping Mismatch: If data appears in the wrong field, you likely misaligned the columns in Step 10. You may need to delete the imported records and restart the process.
File Format Error: If the CRM rejects the file, ensure it is a true CSV (Comma Separated Values) and not an Excel (.xlsx) file.
Missing Records: Check the import summary after Step 12; records with missing mandatory fields (like Last Name) may be rejected by the system.