{"id":395,"date":"2021-02-22T16:22:32","date_gmt":"2021-02-22T21:22:32","guid":{"rendered":"http:\/\/swiftcrm.com\/?p=395"},"modified":"2021-02-25T08:18:13","modified_gmt":"2021-02-25T13:18:13","slug":"csv-import","status":"publish","type":"post","link":"https:\/\/swiftcloud.ai\/supportwebadmin\/csv-import","title":{"rendered":"CSV Import"},"content":{"rendered":"<p>FEB 2021 UPDATE: If you have CSV data you need to get into the system, contact us. We are refining the CSV importer.<\/p>\n<p>NOTE: The CSV you import must have a header row at this time, or it will not work. As of now, it&#8217;s temporarily limited to name phone email on the public-facing live CSV Importer.<\/p>\n<p>SwiftCloud has 4 ways to get spreadsheet data into the system, which are&#8230;<\/p>\n<ul>\n<li><strong>CSV Importer<\/strong>. This is the most powerful and recommended way<\/li>\n<li><strong>Upload (by you)<\/strong>. If you upload a CSV, TSV (Tab Separated Values) .xls (Microsoft Excel) or the newer .xlsx, our system will save the original and also convert to our native spreadsheet<\/li>\n<li><strong>Upload (by someone else<\/strong>, via front-end docs). If you have a doc or file-uploader that others use, and we see it&#8217;s one of the formats above, we&#8217;ll make it work as a spreadsheet automatically.<\/li>\n<li><strong>Create one manually<\/strong>, then copy and paste data into it, or hand-add rows.<\/li>\n<\/ul>\n<p>In this article we&#8217;ll cover the CSV Importer.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to import Aged Leads into SwiftCRM, or migrate from competing systems to SwiftCRM hosted CRM software.<\/p>\n<div class=\"blog_postmeta\"><div class=\"blog-tags\"><ul><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/crm\">crm<\/a><\/li><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/csv\">csv<\/a><\/li><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/csv-import\">csv import<\/a><\/li><\/ul><\/div><div class=\"blog-categories text-right\"><a rel=\"canonical\" data-toggle=\"tooltip\" data-placement=\"bottom\" title=\"SwiftCloud CRM Software\n\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/category\/crm\">CRM Software<\/a><\/div><\/div>","protected":false},"author":3,"featured_media":2888,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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