You can migrate data from an Excel file directly to a CRM.
However, there are a few requirements for an Excel file for successful data migration.
1. The file should include the Column “id” or “ID” that contains unique values:
2. There must not be empty cells in the header:
3. The Column “id” or “ID” must not include empty cells.
4. The file can be downloaded from Dropbox, Google Drive, OneDrive, or a computer hard drive.
5. The number of columns in each row is the same (there are no merged cells).
6. There should be a single tab only.
7. The file type (extension) is .xls or .xlsx
Please ensure the file name contains one of the mentioned extensions. If not, edit its name to FILENAME.XLS or FILENAME.XLSX.
8. The file size is less than 1 Gb.
Migrate a part of your data from Excel to CRM and see if it works for you.
Launch a free Demo migration.
Still Need Help?
Please submit an inquiry on the contact page or email support@syncmatters.com.