🚀 Overview
Migrating data into Shape is a crucial step in setting up your system for success. A well-organized data import ensures accuracy, eliminates duplicate records, and helps your team hit the ground running. This guide covers best practices to streamline the process and avoid common pitfalls.
📂 Preparing Your Data for Import
Before importing data into Shape, ensure the following:
✅ File Format – Shape supports CSV file format for imports.
✅ Column Mapping – Match CSV headers with Shape’s system fields to ensure a seamless import.
✅ Data Cleanup – Remove duplicate, incomplete, or outdated records before uploading.
✅ Consistent Formatting – Ensure dates, phone numbers, and email addresses follow a standard format.
🔄 Steps to Import Data into Shape
1️⃣ Accessing the Data Import Tool
- Navigate to Settings > Data Management > Import Data.
- Click Upload File and select your CSV file.
2️⃣ Mapping Fields
- The system will attempt to auto-map fields based on column headers.
- Manually adjust any mismatched fields to align with Shape’s CRM structure.
3️⃣ Validating Data
- Shape provides a preview of detected errors (e.g., missing fields, invalid formats).
- Resolve flagged issues before proceeding.
4️⃣ Completing the Import
- Click Start Import to begin the process.
- Depending on the file size, the import may take a few minutes.
5️⃣ Reviewing Imported Data
- Navigate to Reports > Import Log to verify successful entries.
- If any issues arise, use Undo Import (available for a limited time) to revert changes.
⚠️ Common Issues & Fixes
🛑 Duplicate Entries – Ensure unique identifiers (e.g., email, phone number) to prevent redundancy.
🛑 Incorrect Date Formats – Use YYYY-MM-DD to avoid mismatches.
🛑 Extra Spaces in Fields – Trim spaces before import to prevent formatting errors.
🎯 Summary
A structured approach to data imports in Shape reduces errors and enhances efficiency. Always clean, format, and validate your data before uploading to ensure a smooth transition.
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