11 docs tagged with "Importing data"

The best way to change a custom field type is to recreate the field in the type that you want and use the Fintesk "System ID" feature to transfer the existing data into the new field.

Fintesk supports multiple date formats and configurations. When importing your own dates into any date\-specific field, there are a few things to take into consideration:

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

You can import your data to Fintesk from XLS, XLSX and CSV spreadsheet files, allowing you to add deals, organizations, persons, products, notes and activities all at the same time.

When importing in Fintesk, some fields can be trickier to map to your spreadsheet depending on how the fields are set up. Multiple option, address and phone type fields all require an extra step in order for them to be mapped correctly.

When importing data to Fintesk from a spreadsheet, it's important to include the fields that are mandatory for each item to be imported successfully. This article takes you through which fields are mandatory for importing.

In order for you to import your data to Fintesk correctly, you will need to map your spreadsheet columns to fields in Fintesk. This way you can make sure that your contact persons, organizations, deals, activities, notes, or products are all imported correctly with their relevant data.

If you need assistance with your Fintesk data import, you may wish to begin with a template document to see how best to proceed.

Importing and exporting your data

Having a large database of deals, persons, or any other item can be natural when managing your sales. However, it can be expected that some information becomes outdated over time. Updating each one of them manually is doable, but if there is a lot of information that needs to be updated, it may require important time and effort that you could be using to close deals.

When importing from spreadsheets, make sure all monetary values (for default fields such as deal value, and for any custom fields where you have currencies) are formatted as numbers without currency symbols (so as 1000000000 as opposed to $1000000000).