Run an import

1. 1Open Importera from the sidebar.
2. 2Upload the file. Dra och släpp en CSV- eller Excel-fil här, or click to choose it. Accepterade format: .csv, .xls, .xlsx
3. 3Press Analysera Fil. DealJourney reads the columns and proposes a mapping.
4. 4Choose the kind of record you are importing.
5. 5Check the Koppling column by column — see "Match your columns to fields".
6. 6Decide what should happen to rows that match a record you already have — see "Avoid creating duplicates".
7. 7Continue to validation, review what it reports, and run it.

Prepare the file first. Three things account for most failed imports:

• • Se till att din fil har en rubrikrad med kolumnnamn
• • Använd beskrivande kolumnnamn (t.ex. "Förnamn" istället för "kol1")
• • För datum, använd format som "2024-01-15" eller "15/01/2024"

• Håll filer under 5 000 rader för bäst prestanda A longer list is better split into several files, and splitting also means a mistake costs one batch rather than all of it.

Always run a small slice first. Take five rows into their own file, run the whole import, then open the records it created and look at them. Everything wrong with the mapping shows up in those five rows, and fixing it there costs nothing.