Before You Begin
Prepare Your CSV: Ensure your file is saved in .csv format with clear column headers in the first row (e.g., Company Name, First Name, Last Name, Phone, Email)
Import Permissions: You must have Import permissions enabled for your user profile
Data Cleanup: Check for duplicate entries in your spreadsheet before starting to maintain a clean database
Steps
Navigate to Referral Sources: Log into your Dazos CRM and go to the Referral Sources module from the left navigation menu
Access Import Function: Look for the "Import" button (typically found in the top right corner or under a "More" dropdown menu)
Select CSV File: Choose the CSV option as your file source to start the upload wizard
Upload Your File: Click "Select from my computer", browse to your prepared CSV file, and upload it to the system
Proceed to Field Mapping: Click "Next" to move to the mapping configuration screen
Map Your Fields: This is the most important step - choose which columns from your CSV correspond to specific fields in Dazos. For example:
Map your "Company Name" column to the Referral Source Name field
Map "First Name" and "Last Name" columns to the Contact Name fields
Map "Phone" to the Primary Phone field
Map "Email" to the Primary Email field
Review Field Mapping: Double-check that all critical data points are correctly aligned with their corresponding Dazos fields
Start the Import: Once you've verified the mapping is correct, click "Import" to begin processing
Complete the Process: The system will process your file - this usually takes just a few minutes. Click "Finish" when the import summary appears
Verification / Expected Result
After the import completes, your referral accounts and contacts will appear in the Referral Sources module. Open a few sample records to confirm that all data (names, phone numbers, emails, etc.) landed in the correct fields.
Troubleshooting / Common Errors
File Format Error: If the system rejects your file, ensure it's a true CSV format and not an Excel (.xlsx) file
Missing Records: Records with missing mandatory fields may be rejected. Check the import summary and ensure required fields like Company Name are populated
Data in Wrong Fields: If information appears incorrectly, you likely misaligned columns during field mapping. You may need to delete the imported records and restart with corrected mapping
💡 Pro Tip: Start with 2-3 test records first to get familiar with the process and verify the mapping accuracy before importing your full dataset.
Related Resources
How to Import Contacts from a CSV (Accounts) (CRM)
How To Export And Import Data In CRM
Import your Accounts Related Contacts to the Dazos CRM