Save time by uploading your Accounts through a CSV file to FreeAgent CRM.
Import a CSV file for your Accounts
Go to Accounts Tab, click on 'Things You Can Do' to show the available options and click 'Import Accounts.'
You will be presented with two options: 'Download CSV Template' or 'Upload CSV File.' Choose 'Download CSV Template' and save the file on your computer.
The CSV template includes the default fields for accounts. Open the file and fill in the information. Please note that not all fields of the CSV file are required, just add the information that you need.
Sample Accounts CSV
IMPORTANT: Make sure that your file doesn't contain empty rows and that each cell includes only the requested information. Please don't change the columns' names included in the file. You can delete those you don't need.
Once you have all the data in the spreadsheet, save or export your file as a CSV.
Select the 'Upload CSV File' option and browse the files on your computer to upload the one you just created.
The file will be processed by FreeAgent CRM to create your Accounts. Click on 'Done' to dismiss the message.
Your Accounts will be created with the information of the file and will show up in the corresponding section as soon as the import process is complete.
Great! You have successfully imported your Accounts to FreeAgent CRM.
It is also possible to import your Contacts and your Deals. For more information, please visit the following tutorials: