You can set up Salesflare with the existing data that you have in your Google Sheet, Excel or your previous CRM with an easy import.
In this article, we'll walk you through the import template you can use for Salesflare.
First of all, here is the import template you can use.
If you're looking for a general article on importing instead, head here.
First of all, navigate to the "Settings" section of your Salesflare account, and click on "Import data."
You'll see three different tabs at the top that represent the entities that you can import: Accounts, Contacts, and Opportunities.
What are the entities and important fields?
Accounts are the companies that you sell to. Account name, account website, description, account email, city, state/region, country, size are some of the standard fields that you can import.
Required field: Account name is a required field in an account import.
Recommended field: Account website → We highly recommend importing account websites as a lot of automations like company info, contact suggestions etc. within Salesflare are based on the account's website domain.
Contacts are the people you're in touch with at those accounts. You may have some of their details like their name, business email address, phone number, and role.
Required field: Contact Name or Email
Recommended field : Account name → If you know the account that the contact is associated with, it is highly recommended to map the contact to the right account. This will save a lot of work and also enables the automated account timeline, email tracking, etc.
Note: The account name here should match EXACTLY with the name of the account you imported previously.
These are the opportunities you have to sell something to the accounts. Apart from potential sales deals, you can also use it for ongoing projects etc. An opportunity import can contain information like account name, pipeline name, stage name, value, close date, among other data points.
Account name → is a required field, as every opportunity is linked to an account.
Close date → The close date is mandatory for all stages where the stage probability is larger than 0%, plus for the lost stage. Note: The date should be imported in YYYY-MM-DD format. You can use Excel's date formatting options to get your dates in this format.
Pipeline name → It's best to specify a pipeline name if you have multiple sales pipelines. If you don't import this field, your opportunity will be imported in the first pipeline. Use the exact name of the pipeline names you have on Salesflare (case sensitive).
Stage name → Specify the desired stage name to import opportunity into the right stage of the pipeline. If all your opportunities need to go into the first stage, you don’t need to add the stage name - it will automatically be imported there.
Value → The opportunity value is the revenue you expect to earn from this particular opportunity. Value must always be in an integer number format (without any currency symbol).
How to use the import template?
A few essential tips:
Use the import template attached in the article and save it as a .csv file. You can not import multiple sheets at once. You'll find comments in the import template with handy tips for each template column. Just hover over each header to see more information about it.
We recommend importing accounts first. You can either drag a CSV file onto the import screen or click on the orange "+" button to upload it.
Once you've uploaded your CSV file, make sure to map the columns of your file that you want to import to the right fields in Salesflare. This step is crucial to ensure that all of the relevant data is imported into the correct fields in Salesflare. Mapped fields are grey, while unmapped fields are blue.
Here are more great tips about importing data.
How do I import custom fields?
If you want to add data that doesn't fit in the standard fields, then you can create custom fields:
You can easily create custom fields by going to the "Settings" and clicking on "Customize fields." From there, click on the orange "+" button and create your own custom field.
In the import template, you can add additional columns with data to import into these custom fields.
Here are some requirements to keep in mind to make sure your file gets imported smoothly:
It must be a .csv file of less than 10 mb file size
Try to not add a large series of empty columns as this can make the import module unresponsive
Include a header row in which each column header corresponds to a field in Salesflare. You can check the fields by going to Settings > Customize fields. The column headers can be imported in any order.
Cells that require a currency must be in a number format
All dates should be imported in YYYY-MM-DD format. Use Excel's date formatting options to achieve this.
Sample import template
If you made it this far without downloading the import template at the top of the article, here is the import template again.
Do not hesitate to reach out on the chat if we can help out!