CSV IMPORT - INTRODUCTION

Outlined below is an easy-to-follow process for exporting your data, preparing and cleaning your files, and then importing your data to Clockwork. This import process outlined in our help article is an overview of the simple and straightforward process for importing records into Clockwork. 

Before you get started, it’s important to read through this entire document and confirm within your organization that you have the resources on-hand to proceed. Preparation and importation of your data must be done correctly. Any mistakes made can be extremely time-intensive to correct and are often very costly. 

Who this guide is for

• If you are importing a list of new people or updates to existing people in your Clockwork database, AND you have a smaller dataset, this guide is for you! 

Who this guide is NOT for

• If you have a large dataset to import. Larger datasets should be processed by our Data Team with specific testing and during off-hours for best results. If you have a large dataset, contact Support to schedule a consultation with our Data Team
• This Guide IS NOT for migrating data from another platform by virtue of a data backup. If you are migrating data, please contact Support to schedule some time with our Data Team.

Import Guide Sections:

• CSV Import Best Practices
• Section 1 - Data Acquisition: Getting your data files from other CRMs
• Section 2 - Data Preparation: Preparing your data for import
• Section 3 - Testing and Import: Confirming your file is ready for import and loading your data.
• Section 4 - Confirming Your Import: Reviewing your data and accessing imports.
• Section 5 - Supplementary Articles: Additional articles provided for data prep and import. Includes Troubleshooting, Excel Tips & Tricks, etc. 

NOTE: Preparation and import of your data must be done correctly. Any mistakes made can be extremely time-intensive to correct and are often very costly. If you have any questions about the import process, feel free to reach out to Support to schedule a free initial consultation with our Data Team. If you are concerned that the import process is too technically challenging or outside your comfort zone, feel free to reach out so our Data Team can assist.

Now that we have that covered, let's get started!