Import your data

Steps

1. Export a CSV from wherever your data lives now.
2. Open the CRM and choose Import.
3. Map columns to fields. Do this carefully — it is far cheaper than fixing afterwards.
4. Import, then check Duplicates before doing anything else.

You're done when the records are in, mapped correctly, and duplicates are resolved.

Import in the right order

Accounts first, then contacts. Importing contacts first leaves them unattached, and reattaching in bulk afterwards is tedious. Accounts, then their people, then deals.

Custom fields before import

If your data has fields Foreman does not have, create them as custom fields before importing. Otherwise those columns have nowhere to land and you import twice.

Gotchas

• Check duplicates immediately. Merging two records is easy; unpicking outreach that went to both is not.
• A bad mapping is not obvious later. A phone number in a notes field looks fine in the import preview and wrong forever after.