Streamline your data import process with SysRI CRM's Data Import Wizard. This comprehensive four-step wizard guides you through file upload, field mapping, configuration, and validation to ensure accurate and efficient data import with real-time progress tracking and error handling.
The Data Import Wizard provides a structured, four-step process for importing data:
- Entity Selection: Choose the data type to import (Contacts, Leads, etc.)
- File Upload: Drag & drop or browse for CSV/Excel files
- Format Validation: Automatic file format detection and validation
- Field Mapping: Map source columns to SysRI fields
- Auto-Mapping: Intelligent automatic field matching
- Validation: Real-time mapping validation and error detection
- Import Configuration: Set import-specific options
- Data Transformation: Configure data conversion rules
- Lead Conversion: Option to convert contacts to leads
- Data Preview: Review all data before import
- Final Validation: Confirm mappings and settings
- Import Execution: Start the import process
Comprehensive file handling with multiple upload methods and format support:
- Standard CSV: Comma-separated values with header row
- Custom Delimiters: Support for various field separators
- Encoding Support: Multiple character encoding options
- Large File Handling: Efficient processing of large datasets
- XLSX Format: Modern Excel format (.xlsx)
- XLS Format: Legacy Excel format (.xls)
- Multiple Sheets: Support for multi-sheet workbooks
- Format Preservation: Maintains data formatting and types
- Visual Feedback: Clear drop zone with hover effects
- File Validation: Immediate format and size validation
- Error Handling: User-friendly error messages
- Progress Indicators: Visual feedback during upload
- File Dialog: Standard file picker interface
- Filter Support: File type filtering in dialog
- Multiple Selection: Support for batch file uploads
- Accessibility: Full keyboard navigation support
- Format Recognition: Automatic file format detection
- Header Parsing: Intelligent header row identification
- Data Preview: Immediate data structure preview
- Error Reporting: Clear error messages for invalid files
- Download Templates: Pre-formatted templates for each entity
- Field Guidelines: Clear field requirements and formats
- Example Data: Sample data for reference
- Best Practices: Import guidelines and tips
Intelligent field mapping system with automatic detection and validation:
- Column Display: Clear display of source file columns
- Field Selection: Dropdown selection of target SysRI fields
- Status Indicators: Visual status for each mapping
- Real-time Validation: Immediate feedback on mapping quality
- Intelligent Matching: AI-powered field name matching
- Similarity Scoring: Fuzzy matching for similar field names
- Confidence Levels: Mapping confidence indicators
- Manual Override: Easy manual adjustment of auto-mappings
- Matched: Successfully mapped fields with high confidence
- Warning: Mapped fields with potential issues
- Error: Unmapped or incorrectly mapped fields
- Status Summary: Overall mapping quality overview
- Format Checking: Validate data formats (email, date, etc.)
- Required Fields: Ensure essential fields are mapped
- Data Quality: Check for data consistency and completeness
- Error Reporting: Detailed error messages and suggestions
- Basic Information: Name, email, phone, address
- Company Details: Company name, job title, department
- Custom Fields: User-defined custom fields
- Tags and Categories: Classification and organization fields
- Lead Information: Lead source, status, priority
- Qualification Data: Lead score, qualification criteria
- Contact Details: Associated contact information
- Custom Properties: Lead-specific custom fields
Configurable import settings and data transformation options:
- Lead Conversion: Automatically convert contacts to leads
- Company Creation: Create companies for new contacts
- Duplicate Handling: Smart duplicate detection and resolution
- Data Enrichment: Enhance contact data during import
- Lead Scoring: Apply lead scoring rules during import
- Pipeline Assignment: Assign leads to specific pipelines
- Owner Assignment: Assign leads to sales representatives
- Status Management: Set initial lead status and workflow
- Date Formatting: Standardize date formats across records
- Phone Formatting: Normalize phone number formats
- Email Validation: Validate and clean email addresses
- Address Standardization: Format and validate addresses
- Duplicate Removal: Identify and handle duplicate records
- Data Validation: Validate data integrity and completeness
- Format Correction: Fix common data format issues
- Missing Data Handling: Handle incomplete or missing data
- Batch Size: Configure processing batch sizes
- Error Handling: Define error handling strategies
- Validation Level: Set validation strictness
- Rollback Options: Configure rollback on failure
- Parallel Processing: Enable parallel data processing
- Memory Management: Optimize memory usage for large imports
- Timeout Settings: Configure processing timeouts
- Resource Limits: Set resource usage limits
Comprehensive data review and validation before import:
- Full Data View: Complete preview of all import data
- Scrollable Interface: Handle large datasets efficiently
- Column Headers: Clear display of mapped field names
- Row Highlighting: Visual feedback for data quality
- Mapping Overview: Visual summary of field mappings
- Status Indicators: Color-coded mapping status
- Validation Results: Summary of validation findings
- Error Counts: Count of warnings and errors
- Email Validation: Check email format compliance
- Date Validation: Verify date format consistency
- Phone Validation: Validate phone number formats
- Required Field Check: Ensure required fields are populated
- Data Completeness: Check for missing required data
- Data Consistency: Verify data format consistency
- Duplicate Detection: Identify potential duplicate records
- Business Rule Validation: Apply business-specific validation rules
- Row Selection: Select specific rows for detailed review
- Column Sorting: Sort data by any column
- Search and Filter: Find specific data within preview
- Export Preview: Export preview data for external review
- Error Highlighting: Highlight problematic data cells
- Warning Indicators: Show potential issues with data
- Success Confirmation: Confirm valid data entries
- Correction Suggestions: Provide suggestions for data fixes
Real-time monitoring of import progress with detailed status updates:
- Progress Bar: Visual representation of import progress
- Percentage Display: Exact progress percentage
- Status Messages: Current operation description
- Time Estimates: Estimated time to completion
- Real-time Updates: Live progress updates
- Status Changes: Clear status transition indicators
- Error Reporting: Immediate error notification
- Completion Confirmation: Success confirmation messages
- Pending: Import job queued for processing
- Processing: Active data import in progress
- Validating: Data validation and quality checks
- Completing: Final import steps and cleanup
- Completed: Successful import completion
- Failed: Import failure with error details
- Partially Completed: Partial success with error summary
- Cancelled: User-cancelled import operation
¶ Error Handling
- Validation Errors: Data format or quality issues
- System Errors: Technical processing errors
- Permission Errors: Access control issues
- Resource Errors: System resource limitations
- Automatic Retry: Automatic retry for transient errors
- Manual Recovery: Manual intervention for persistent errors
- Partial Import: Continue with valid data despite errors
- Rollback Options: Revert changes on critical failures
Advanced import capabilities and automation features:
- Pattern Recognition: Identify field patterns in data
- Context Awareness: Understand data context and relationships
- Learning Capabilities: Improve mapping accuracy over time
- Custom Rules: User-defined mapping rules and preferences
- Address Validation: Validate and enhance address data
- Email Verification: Verify email address validity
- Phone Number Formatting: Standardize phone number formats
- Company Data Enrichment: Enhance company information
¶ Large Dataset Handling
- Chunked Processing: Process large files in manageable chunks
- Memory Optimization: Efficient memory usage for large imports
- Background Processing: Non-blocking import operations
- Resume Capability: Resume interrupted imports
- Parallel Processing: Multi-threaded data processing
- Database Optimization: Optimized database operations
- Caching Strategies: Intelligent data caching
- Resource Management: Efficient resource allocation
- REST API Access: Programmatic import capabilities
- Webhook Support: Real-time import notifications
- Third-party Integration: Connect with external data sources
- Custom Workflows: Automated import workflows
- Incremental Updates: Update existing records efficiently
- Conflict Resolution: Handle data conflicts intelligently
- Version Control: Track data changes and versions
- Audit Trails: Complete import audit logging
- Responsive Design: Works on desktop and mobile devices
- Dark Mode Support: Compatible with light and dark themes
- Accessibility: Full keyboard navigation and screen reader support
- Loading States: Visual feedback during all operations
- Data Encryption: Secure transmission and processing
- Access Control: Role-based import permissions
- Audit Logging: Complete import audit trails
- Data Retention: Configurable data retention policies
- Optimized Processing: Efficient handling of large datasets
- Background Operations: Non-blocking import processes
- Progress Tracking: Real-time progress monitoring
- Error Recovery: Graceful handling of operation failures
- API Access: Programmatic access to import functionality
- Webhook Support: Real-time notifications for import events
- Third-party Integration: Compatibility with external systems
- Custom Extensions: Extensible architecture for custom needs
- Template Usage: Always download and use provided templates for consistent data structure
- Data Preparation: Clean and validate your data before import to reduce errors
- Field Mapping: Review auto-mapped fields and adjust as needed for accuracy
- Validation: Use the validation feature to catch issues before import
- Small Batches: Start with small data sets to test your import configuration
- Backup Strategy: Always backup existing data before large imports
- Error Review: Carefully review error reports to understand and fix issues
- Regular Imports: Schedule regular imports to keep data current and fresh
- Download the contact import template
- Fill in contact data following the template format
- Upload the completed file to the import wizard
- Review and adjust auto-mapped fields as needed
- Validate the mappings to ensure accuracy
- Configure import options (lead conversion, etc.)
- Review the data preview for any issues
- Execute the import and monitor progress
- Review import results and handle any errors
- Prepare lead data in the required format
- Upload the lead data file to the import wizard
- Map lead-specific fields (source, status, priority)
- Configure lead scoring and assignment rules
- Set up pipeline and owner assignments
- Validate lead data quality and completeness
- Review the preview for accuracy
- Execute the import with progress monitoring
- Verify lead creation and assignment
- Export data from legacy system in CSV format
- Review data structure and identify required transformations
- Use SysRI import templates to standardize format
- Upload transformed data to import wizard
- Map fields using auto-mapping and manual adjustments
- Configure data transformation and validation rules
- Preview data to ensure accuracy and completeness
- Execute migration with comprehensive monitoring
- Verify data integrity and completeness after import
- Set up automated data export from source systems
- Schedule regular data import jobs
- Configure incremental update settings
- Set up validation rules for data quality
- Monitor import performance and success rates
- Review and address any recurring issues
- Maintain audit trails for compliance
- Optimize import processes based on performance data
By effectively leveraging the Data Import Wizard, you can ensure accurate, efficient, and reliable data imports while maintaining data quality and integrity. The comprehensive validation, mapping, and monitoring features provide the confidence needed for successful data migration and management operations.