Data2CRM users can migrate data from the Excel file directly to CRM.
However, there are few requirements to the Excel file for the successful data migration.
1. The fileshould 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, One drive or 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, make sure that the file name contains one of the mentioned extensions. If not, edit its name to be 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 works for you.
Launch free Demo migration.