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Import fields

When you’re importing spreadsheets into Fintesk, it’s important to know which fields are available for you to move your spreadsheet data into.

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Note: For an in-depth guide to spreadsheet importing, check out this article.

Starting your import​

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Note: If you don‘t have a spreadsheet to work from, we provide sample spreadsheets that you can access on this page.

To initiate a spreadsheet import, go to Tools and apps > Import data > From a spreadsheet.

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How fields are organized​

In the import window, there are seven data categories that represent your available field types.

  • Person
  • Organization
  • Deal
  • Activity
  • Note
  • Product

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In each field type category, the fields are listed alphabetically (including custom fields.)

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Default fields​

For deals, persons, organizations and products, the available default fields for import can be found in the data fields section of your settings under each category.

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Activities​

Activities don‘t appear in the data fields section of your account, but you can see the available import fields in the import mapping screen.

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Custom fields​

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Note: Activities and notes don’t have custom fields available. For more information about custom fields, check out this article.

In addition to default fields, custom fields can be mapped when importing data into your Fintesk account.

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