About Data Upload

With the Data Upload feature, you can add multiple lead, company, and person records to the Sage CRM database at once without having to enter the details of each record manually in the Sage CRM user interface.

When you import leads into Sage CRM, they are not automatically added into a workflow. However, if your Lead workflow is designed like the default Lead workflow with transition rules that hang from the entry state, action buttons are displayed on the Lead screen that allow users to progress leads.

Here's how Data Upload works:

How Data Upload works

Data Upload is enabled by default after Sage CRM installation. This feature is available to System Administrators and Info Managers who have Info Admin Data Rights in Sage CRM. The account used to perform data upload must have View, Edit, and Insert access rights on the target entity type.

To upload data to Sage CRM, you need to prepare a data upload file (CSV, XLS, or XLSX) containing the records you want to add, and then specify that file in the Sage CRM user interface.

The system prompts you to configure a number of Data Upload settings, including:

  • Deduplication settings. Add rules to detect if the records you are uploading to Sage CRM already exist in the database. If they do, Sage CRM prompts you to merge your data into the existing records, overwrite the existing records with the new ones, or skip duplicate records without adding any data to Sage CRM. You can add deduplication rules only if advanced deduplication is enabled in Sage CRM. Advanced deduplication is enabled automatically if you have included demo data in your Sage CRM installation. Otherwise, advanced deduplication is disabled and you need to enable it manually in the Sage CRM system behavior settings.
  • Mapping settings. Associate a column in your data file with a field in the Sage CRM database. During Data Upload, data from each column is inserted into the associated field in the database. A column can have only one associated field. If a column is not associated with a field, data from that column is not added to the Sage CRM database. In most cases, Sage CRM maps file columns to database fields automatically, but you can review these mappings, change them if necessary, and add new mappings before your Data Upload begins.

Once you have configured and applied the deduplication and mapping settings, Sage CRM uses them to add your new records to the database. Sage CRM generates a report and log files that contain information about the data upload results and help you to identify and troubleshoot any issues if they occur.