Prepping the System for your Data
In our Basic version, you can upload data into any of the current record types. Depending on what you would like to capture, you may need to update or add new fields to the record types. To review what is already set up and how to add additional fields, see the article about Record Fields.
If you have our Premium version, you may want to add additional Record Types. To learn more about that, please review the article on the Record Template Builder.
To watch a tutorial video of how to import new records visit the article here.
Creating the Import File(s)
Once you are comfortable with the fields available in the system and you know what information you want to export, it’s time to make a simple Excel or CSV file. You will need a separate file for each record type, ie. one for accounts, one for contacts, one for drivers, etc...
Create a column for every field you wish to import and a row for every line of data you wish to import.
Best Practice Data Tips:
- All records must have an owner. If you want to attach accounts/opportunities/etc to a user, you will need to create the user in the system first and then upload the file with their 8-digit user ID.
- Data type will need to match the fields in Lanetix. i.e.
- Number fields will only hold numbers,
- Date fields will only hold dates
- Booleans (or checkbox) fields will only accept TRUE or FALSE
- Dropdown fields require the option’s API name
You can also relate information within the system, for example, attaching Contacts and Opportunities to Accounts. To do this, you will need to attach all data using it’s Lanetix ID in the upload. For this reason, the data should be uploaded in a specific order.
Suggested Upload Order:
Before uploading, have your team scrub the data. Why bring dead leads into the system? Start with good data in to ensure good data out!
Uploading your Data
To upload your data, click into the Lanetix Studio and choose the Data Imports Tile.
Click Create Import. Choose the Record Type you wish to Import, ensure the operation is Insert and then select a file for upload.
NOTE: Insert is to create new records in the system. You can update records that are already in the system. To learn more about updating records, please review the in-depth article regarding Data Imports.
Once you’ve chosen a file, the system will take a moment to review it. Once it’s ready, you will have the option to Resume or Discard. Click Resume. The system will have attempted to map all of your columns to fields. You will need to map anything that the system did not, and you can adjust any mappings by clicking the magnifying glass.
When you’ve completed the mapping, click Review Import and then Run Import. You will be able to review the status an any errors from the Data Imports Screen.
If there are errors, click the View Failures button and download the Correction Sheet, from which you can fix only the offending data and re-upload the corrections.
IMPORTANT If There Were Failures
Do NOT re-upload the original file. Any rows that did not encounter an issue were imported successfully and re-importing the file will result in duplicate data.