What are the main requirements to the Excel file for the successful data migration?

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Data2CRM users can migrate data from the Excel file directly to CRM.

 

However, there are few requirements to the Excel file for the successful data migration.

1. The file includes the Column “id” or “Id” that contains the unique value
excel migration

 

2. There must not be empty cells in the header
excel migration

 

3. The Column “id” or “Id” must not include empty cells.
excel migration

 

4. The file can be downloaded from Dropbox, Google Drive, One drive or Computer Hard drive

 

5. The file type (extension) is .xls or .xlsx

Please, make sure that the file name contains any mentioned extension. If not, edit its  name to be FILENAME.XLS or FILENAME.XLSX

 

6. The file size is less than 1 Gb

 

Migrate a part of your data from Excel to CRM and see if works for you.

Launch free Demo migration.

More questions are coming up? Feel free to contact our support team.

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