File Import

Lime CRM has a built-in feature for importing simple text files starting with Lime CRM version 10.12.

A brief summary of what you can do using file imports:

• Import data to the following Lime CRM field types:
  • Integer
  • Option
  • Relation
  • Decimal
  • Yes/No
  • Time
  • Text
  • Formatted Text
  • Link
• The file format should be .txt or .csv, and it should have a separator such as “;”.
• Use one or more columns as a key used when looking up existing records.
• Choose whether to only create new records, only update existing records or both create and update.
• View job history
• Map file data to individual options in option fields. For example, “CEO”, “CFO” and “CTO” titles from the import file can be mapped to a “Management” option in a Lime CRM option field. It is also possible to supply a default option to be used.
• Get detailed information on errors that occur during an import with the option to download a new file containing only the erroneous rows.

• Concepts and behavior
• Importing files using the desktop client
• Using the file import API
• Troubleshooting