Import data into your Bigin account

Introduction

This tutorial will guide you through the process of importing data into your Bigin account. You'll learn about the prerequisites for data import, the sequence to follow, and how to access your import history. Understanding these steps will help streamline your data management in Bigin, ensuring a smooth integration of your records.

Step 1: Prepare Your Data

Before importing data, ensure that your records meet the following requirements:

• File Format: Your data should be in CSV, XLS, or XLSX format.
• Data Consistency: Make sure there are no duplicate entries or inconsistent data formats in your file.
• Unique Fields: Identify unique fields that will help Bigin recognize records. Common unique fields include email addresses or phone numbers.
• Field Mapping: Familiarize yourself with Bigin's field structure to know how your data will correspond to Bigin's fields.

Step 2: Understand the Import Sequence

Follow this sequence to ensure a successful import:

1. Select Module: Choose the appropriate module for your data, such as Contacts, Deals, or Companies.
2. Upload File: Click on the import option and upload your prepared file.
3. Map Fields: Match the fields in your file with the corresponding fields in Bigin.
4. Review and Confirm: Review the mapping and confirm the import settings.
5. Start Import: Initiate the import process.

Step 3: Importing Records

To import your records into Bigin, follow these steps:

1. Log into Bigin: Access your Bigin account.
2. Navigate to Import:
   • Go to the module where you want to import data.
   • Look for the import option, usually found in the settings or options menu.
3. Upload Your File:
   • Click on "Choose File" and select your prepared CSV or Excel file.
4. Field Mapping:
   • Ensure all fields are correctly mapped.
   • Adjust any mismatched fields as necessary.
5. Confirm and Start Import:
   • Review your settings and click on the import button to start the process.

Step 4: Unique Fields in Bigin

When importing, it's crucial to understand how unique fields function:

• Unique fields help Bigin identify records and prevent duplication.
• Common unique fields include:
  • Email addresses
  • Phone numbers
  • Custom unique identifiers

Ensure that these fields in your data are correctly formatted and populated to avoid any issues during the import.

Step 5: Accessing Import History

After your import is complete, you can check the import history to see:

• Status of Import: Whether the import was successful or if there were errors.
• Details of Records: How many records were imported, updated, or skipped.
• Error Logs: If there were any issues, error logs will help you identify and rectify them.

To access import history:

1. Go to the settings or import section of your Bigin account.
2. Click on "Import History" to view past imports and their statuses.

Conclusion

Importing data into your Bigin account is straightforward if you follow the necessary steps. By preparing your data correctly, understanding the import sequence, and utilizing unique fields, you can efficiently manage your records. After importing, regularly check your import history to maintain clean data. For further assistance, refer to Bigin’s support resources or community forums. Happy importing!