TealCRM

Teal CRM has a basic utility to import your data using CSV files.  A CSV (comma separated values) file can be designed using any popular spreadsheet programs such as Excel, Google Sheets or any other spreadsheet program that can create CSV files.

Uploading a CSV File

Click on the Choose File button or drag and drop a file onto the button.  This will tell your Teal CRM instance which file you want to upload to it.

• Delimiter: Typically this will be a comma ( , ) but for advanced users if you are using a different delimiter type inside of your CSV file then you can change it here.
• Type of Data: From here you can select the module that you'd like to import data into.  If you have multiple modules to upload with you can do so by importing your first file and then come back and do the other modules.

Relating Contacts to Accounts

As of this release of Teal CRM you are not able to automatically link Contacts to Accounts.  In future releases of Teal CRM this will be made available.

Module Specific Uploads

Below is a description for each module and specific parameters for each module.

Accounts

• Account Name: This is the name of the business/client.
• Account Type: Out of the box the options are Customer and Prospect.  You can change these using the Drop Down Editor, but they must match what is in your drop down lists.
• Industry: There are a number of Industries listed in your Drop Down Editor, it must match one of those entries.
• Phone Work: Any phone number, this is an open text field.
• Phone Fax: Any phone number, this is an open text field.
• Email 1: Text field. This will be used for direct email clicking in the future.
• Email 2: Text field. This will be used for direct email clicking in the future.
• Do Not Call: Either a Y for Yes or N for No.
• Email Opt Out: Either a Y for yes or N for No.
• Address 1: This is usually your street address.
• Address 2: Any unit number can be specified here.
• City: Text field.
• Province: Shown as Province but can be used for State or Region.
• Postal Code: Postal or Zip code.
• Country: Text field.
• Webpage: Any http URL can be shown here.
• Description: A description of your account.

Contacts

• First Name: Text field.
• Last Name: Text field.
• Job Title: The job title such as VP Of Sales, Manager or Secretary.
• Contact Type: Out of the box the options are Customer and Prospect.  You can change these using the Drop Down Editor, but they must match what is in your drop down lists.
  
• Birthdate: Input the birthdate in the format of MM/DD/YYYY.
• Phone Home: Any phone number, this is an open text field.
• Phone Work: Any phone number, this is an open text field.
• Phone Mobile: Any phone number, this is an open text field.
• Email 1: Text field. This will be used for direct email clicking in the future.
• Email 2: Text field. This will be used for direct email clicking in the future.
• Do Not Call: Either a Y for Yes or N for No.
• Email Opt Out: Either a Y for yes or N for No.
• Address 1: This is usually your street address.
• Address 2: Any unit number can be specified here.
• City: Text field.
• Province: Shown as Province but can be used for State or Region.
• Postal Code: Postal or Zip code.
• Country: Text field.
• Description: A description of your account.
  

Deals

• Name: This the name of the deal or a description of it.
• Value: This is the amount that the deal is worth.
• Expected Close Date: This is the date in the format of MM/DD/YYYY of when you expect your deal to close.
• Sales Stage Id: This is the name of the Sales Stage as it corresponds to the drop down editor.  You must have a sales stage that matches what you have in your version of Teal CRM.
• Probability: This is the percentage of probability that the deal will close.  It is numerical.
• Next Step: Textfield.
• Description: This is a description of your deal.

Tasks

• Subject: Textfield.
• Due Date: Format is of MM/DD/YYYY
• Status Id: Corresponds to your option inside of the drop down editor.
• Priority Id: Corresponds to your option inside of the drop down editor.
• Description: A break down of the task in descriptive format.

Notes