Import contacts
Overview
You can import new contacts into Cin7 Omni from a spreadsheet by:
Uploading the spreadsheet data into Cin7 Omni.
Mapping spreadsheet columns to Cin7 Omni fields.
Importing contacts.
You can only create new contacts (customer, supplier, branch, or internal). Use the bulk update tool toupdate existing contacts.
You will need to create your alternative GL account, tax rates, pricing tiers, and payment terms before importing contacts.
Download and edit template
You can download the CRM import template. You can edit the spreadsheet and add your new contact information.
Upload spreadsheet data into Cin7 Omni
After you have added your contact information to the CRM import template, you can add this to Cin7 Omni.
In the left hand navigation, select
CRM.
Select Actions and select Import Contacts.
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You can then import your contacts by selecting either:
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Import from file upload
Cin7 Omni will import the data from the uploaded spreadsheet.Select Choose file and then select your .csv spreadsheet.
Select Next Step.
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Or Copy and paste file from clipboard
You can copy and paste the data from a spreadsheet. Cin7 Omni will then import what you have pasted.Copy your spreadsheet data and paste it into the field.
Select Next Step.
Map spreadsheet columns to Cin7 Omni fields
Cin7 Omni will suggest fields that match your spreadsheet columns.
If the Cin7 Field is blank, or mapped to the wrong field, click on the Cin7 Field dropdown and choose the field you want to update.
Select Next Step.
Additional mapping options
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Pricing options (Pricing tier) |
Map the names given to price options in your spreadsheet to existing pricing tiers. |
Customer groups |
If you are importing a customer group that does not exist, you can either create a new one or select an existing one. |
Alternative GL account |
If you are importing an alternative GL account that does not exist, you can either create a new one or select an existing one. If you create a new alternative GL account, Cin7 Omni will create an account with only the name filled in and it will be switched off by default. You will need to fill out the remaining details in the alternative GL accounts settings. |
Tax rates |
If you are importing a tax rate that does not exist, you must select an existing tax rate, or manually create it in Cin7 Omni before importing. |
Payment terms |
If you are importing a payment term that does not exist, you can either create a new one or select an existing one. If you create a new payment term, an empty account will be created with that name. This will be turned off until you add the remaining information. |
Secondary contacts |
You can add a secondary contact by recording a primary company in your spreadsheet. The primary company needs to exist as a contact in Cin7 Omni. After you import your records, you will be shown a list of imported secondary contacts. If the primary company field is blank, or not mapped correctly, you can enter an existing contact. |
Billing contacts |
You can add a billing contact by recording a billing company (billing company ID) in your spreadsheet. The billing company needs to exist as a contact in Cin7 Omni. After you import your records, you will be shown a list of imported billing contacts. If the billing company field is blank, or not mapped correctly, you can enter an existing contact. |
Import contacts
Select Import New Contacts to import your new contacts into Cin7 Omni.
A green success message will display when importing data is successful.
To download the latest uploaded data, select Download in the Import history. If there are any issues with your import data, you can select Delete Contacts Imported.
Click Finish, back to CRM to return to your list of customers and suppliers.
FAQs
Can you import contacts from software like MYOB?
There is currently no way to automatically import contact (export) files generated by an Accounting System. However, most accounting systems can export information to a .csv file which can help create the required Cin7 Omni import file. Please contact your Cin7 Omni Onboarding specialist or Cin7 Omni Support to review your Accounting System export file and to receive next-step suggestions.
What is the difference between the Import and Bulk update contacts (new) function?
You can only add new contacts with an import. You can't update existing CRM contacts. Bulk update contacts (new) can only update existing contacts.
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