Feature Overview

The Import Data setup enables administrators to bulk import organization data into TruSales using structured CSV files. This feature supports importing various data types including accounts, opportunities, contacts, and other CRM objects, allowing organizations to populate their TruSales instance with historical or migrated data efficiently

How It Works

The system provides a file upload interface that accepts compressed ZIP files containing CSV data files and a manifest.json configuration file.

The system accepts CSV files containing the actual records to import, a manifest.json configuration file that defines data structure and field mappings, and ZIP archives as the container format for uploading multiple files simultaneously. For large files, data is uploaded in smaller chunks. Real-time progress bars report import progress and status messages announce completion.

Data Import Process:

1. Prepare Data Files: Create CSV files for each data type (accounts, opportunities, contacts, etc.)following the required format
2. Create Manifest: Include a manifest.json file that defines the data structure, field mappings, and relationships
3. Compress Files: Package all CSV files and the manifest.json into a single ZIP archive
4. Upload File: Use the file upload interface to submit the ZIP file to TruSales
5. Automatic Processing: The system validates the data, processes the import, and syncs the imported records

Use Cases

• For Admins: Perform initial data population when setting up a new TruSales organization or migrate data from legacy systems, or populate TruSales with existing customer data to accelerate adoption and provide immediate value to sales teams.
• For Sales and Revenue Operations: Import historical CRM data to establish baselines for analytics and reporting, ensuring comprehensive data coverage.

See It In Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Understanding of data relationships and field requirements
• Properly formatted CSV files following TruSales data structure
• Manifest.json file defining data schema and field mappings
• ZIP compression of all import files

Highlights

• Supports bulk import of complex data structures with automatic relationship handling
• Chunked upload capability ensures reliable transfer of large datasets without timeouts
• Real-time progress tracking keeps administrators informed throughout the import process
• Sample templates and documentation reduce setup complexity for data migration projects

Need Help?

Contact your Customer Success Manager for assistance with data import configuration or troubleshooting import issues, or TruSales Support if you experience any technical issues with this page.