Importing Data to Contact and Company Records
When you run an import in Less Annoying CRM, the system may create both contact records and company records from your spreadsheet. If a row in your spreadsheet lists both a contact name and a company name, and you map both the contact and company name to their respective CRM fields, then LACRM will create a contact record and store all other mapped information (email address, phone number, website, etc.) on that contact. The CRM will also create a blank company record and attach the contact to that company (unless a company of the same name already exists, in which case the new contact will be linked with that existing company).
Typically, this produces the desired effect of a more contact-centric system, with most information living on contact records, and company records being more secondary in nature. However, it is possible to structure your data in a more company-focused way, or to split information across the two record types while importing. An example of this would be if you want to import the street addresses from your spreadsheet onto your company records to represent the location of the company headquarters, but to put the rest of the info (contacts’ direct phone numbers, titles, and email addresses, for example) on the contact records, since that information is person-specific.
In order to split information between the two record types like this, you’ll need to create your contact and company records separately by importing select portions of your single spreadsheet in two separate imports. Read on to learn how!
Importing Companies and Contacts together
The first step is to import only the company records and associated information. Consider a file structured like this:
For this example, our goal is create company records that have the information from columns F-J only (marked in red), and attached contacts that have the information from columns A-E (marked in green).
Import the spreadsheet from the Import Contacts page and choose to run the import yourself. On the first step, select "Both contact and company names":
On step two, map the contact names:
Step 3 is easy, just map the "company" column as the company name:
On the final step, we can map each column as a contact field, company field, or both. Here's how this would look with the example spreadsheet:
If a company is on multiple lines in your spreadsheet (e.g. you have several contacts at that company, so it is listed with each contact), that company will only be imported one time. You can’t have multiple company records with the same name in LACRM. Make sure that any information you want mapped with the company record is on the first instance of that company in your spreadsheet, because all subsequent occurrences will be ignored by the CRM.
Congrats! You've now imported your information successfully. If you ever have any questions about this technique or need help with any other forms of more advanced importing, feel free to contact us.