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Organizations Data Import

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Organizations Data Import

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Important

This can only be done by an Admin.

Manatal allows the mass creation of organizations (clients/departments) through the import of CSV or JSON files. This can be particularly useful when performing a data migration to Manatal for example.

Important

When importing organizations (clients/departments), if the name of an organization in your CSV or JSON file is already associated with an organization in your database, then the organization will not be imported to Manatal

Import your Organizations

Head to the following page. Alternatively, click on "Administration" from your side menu, open the "Data Management" category and then the "Data Import" category then click on "Upload file".

Administration 1.png

Data management 2.png

Data Import 1.png

Data Import 2.png

Select the Organizations (Clients/Departments) data set and click "Next".
Select the file type and click "Next". For a CSV file, continue reading below, for a JSON file follow these instructions.

CSV File

Select a file to upload, click "Next" and then "Upload". Manatal will analyze the file and extract all the information it contains.

Map your file's columns according to Manatal's fields.

Important

Fields marked with a red asterisk in the "Field Name" dropdown menu are required in order to proceed.
Any column mapped to a required field must not contain any blank cells otherwise the import will not succeed.

Info

Unmapped columns will not be imported to the platform.

1. Column Name: Content of the first cell of each column in your CSV file. If the cell has no content, the column name will be "Unnamed: n", where n refers to the column's number.
2. Field Name: Name of the field in Manatal. Match the field name with the relevant column (i.e. match the "Website" column with the "Organization Website" field).
3. Field Type: Data type as required by Manatal. Ensure the data contained in each column meets the requirements of each field. Data will fail to be imported to Manatal if it doesn't meet the data type's constraints. Learn more about field type constraints in the table below.
4. Sample Data: Sample data extracted from each columns. Can be used to confirm the column's data corresponds to the Manatal field.

To match a column with a field, simply click on "Select field to map to" next to the column's name, and select the relevant field from the dropdown menu.

Below are all the default Manatal fields that can be mapped and their respective requirements.

Info

The word "Organization" in the table below refers to either Clients or Departments depending on whether your Manatal account is in the Agency or Company mode.

Field Name	Required	Field Type	Constraints
Organization Name	Yes	Text	≤ 255 char.
Organization Description	No	Long text
Organization Creator	No	Email Address	Must be an existing user
Organization Owner	No	Email Address	Must be an existing user
Organization Industry	No	Text	≤ 255 char.
Organization Address	No	Text	≤ 255 char.
Organization Website	No	Text	≤ 255 char.
Organization Stage	No	Text	Account must be in agency setting and must be a valid CRM stage name
Organization Tags	No	List of Text	Only available via JSON import. See below for more details.
Notes	No	Notes	Only available via JSON import. See below for more details.

If your file contains data that doesn't have its default Manatal field, it is possible to create "custom fields" by following these instructions. Once created, custom fields become visible in the "Field Name" dropdown menu and can be mapped to columns.

Custom fields in Manatal can be create using a wide range of type of fields (number, date, text, multiple choice,...). Below are all the type of fields available and their respective requirements for a successful import.

Field Type	Format	Constraints
Text	Text	≤ 255 char.
Long Text	Long text
Date	Date	Format must be YYYY-MM-DD
Number	Decimal Number	≥ 0
Percentage	Whole Number	≥ 0
Boolean	Boolean	true / false
Dropdown	Text	Must be among choice list
Multiple Choice	Text	Must be among choice list
Multiple Select Dropdown	List of Text	Only available via JSON import. See below for more details.
Checkbox	List of Text	Only available via JSON import. See below for more details.

Once you have mapped all the columns that need to be imported, click "Next".
Select whether you want to be notified via email once the import is complete then click "Upload".
From here you can resume your work as usual, your file will be processed in the background. To check the import's status, please visit the Data Import History page.

Screenshot (259).png

JSON File

Select a file to upload, click "Next" and then "Upload". Manatal will analyze the file and extract all the information it contains.

Map your file's columns according to Manatal's fields.

Important

Fields marked with a red asterisk in the "Field Name" dropdown menu are required in order to proceed.

Info

Unmapped columns will not be imported to the platform.

1. Column Name: All the variables contained in your JSON file.
2. Field Name: Name of the field in Manatal. Match the field name with the relevant column (i.e. match the "website" column with the "Organization Website" field).
3. Field Type: Data type as required by Manatal. Ensure the data contained in each column meets the requirements of each field. Data will fail to be imported to Manatal if it doesn't meet the data type's constraints. Learn more about field type constraints in the table below.
4. Sample Data: Sample data extracted for each column. Can be used to confirm the column's data corresponds to the Manatal field.

To match a column with a field, simply click on "Select field to map to" next to the column's name, and select the relevant field from the dropdown menu.

Below are all the default Manatal fields that can be mapped and their respective requirements.

Info

The word "Organization" in the table below refers to either Clients or Departments depending on whether your Manatal account is in the Agency or Company mode.

Field Name	Required	Field Type	Constraints
Organization Name	Yes	Text	≤ 255 char.
Organization Description	No	Long text
Organization Creator	No	Email Address	Must be an existing user
Organization Owner	No	Email Address	Must be an existing user
Organization Industry	No	Text	≤ 255 char.
Organization Address	No	Text	≤ 255 char.
Organization Website	No	Text	≤ 255 char.
Organization Stage	No	Text	Account must be in agency setting and must be a valid CRM stage name
Organization Tags	No	List of Text	Each item must be unique and ≤ 255 char.
Notes	No	Notes	See more details below

Notes

Below are the requirements for the notes type field and a code snippet.

Data Point	Required	Type	Constraints
content	Yes	Text
created_at	No	Date and Time	Format must be YYYY-MM-DDThh:mm:ssZ
creator	No	Email Address	Must be an existing user

Important

All time fields imported will be considered in the UTC timezone.

Code snippet:

[
	{
		"content": "reassess recruitment needs early Q2"
	},
	{
		"content": "Reassess recruitment needs early Q2",
		"creator": "joseph.staline@testy.com",
		"created_at": "2010-09-15",
	},
]

JSON File Example

[
   {
      "id":20001,
      "name":"Everland Suite Hotel",
      "description":"Biggest hotel in the town",
      "creator": "jane.doe@example.com",
      "owner": "john.doe@example.com",
      "industry":"Hospotality",
      "address":"509 Sala Thammanut Sq., Thung Yah, Bangkok, Thailand",
      "website":"www.manazaprevilege.co.th",
      "stage":"prospect",
      "tags":[
         "Troublesome",
         "Less Important"
      ],
      "notes":[
         {
            "content":"Many jobs will be opening in 2021",
            "creator": "jane.doe@example.com",
            "created_at":"2020-12-15"
         },
         {
            "content":"Point of contact is Mr.Somchai"
         }
      ]
   },
   {
      "id":20002,
      "name":"Starporium",
      "description":"Interesting client",
      "creator": "jane.doe@example.com",
      "owner": "john.doe@example.com",
      "industry":"Retails",
      "address":"900 Kirkland Road Riverside, CA 92509",
      "website":"www.storporium.com",
      "stage":"lead",
      "tags":[
         "Good",
         "Important"
      ],
      "notes":[
         {
            "content":"Our new target 2021",
            "creator": "jane.doe@example.com",
            "created_at":"2021-01-01"
         }
      ]
   }
]

If your files contains data that doesn't have its default Manatal field, it is possible to create "custom fields" by following these instructions. Once created, custom fields become visible in the "Field Name" dropdown menu and can be mapped to columns.

Field Type	Format	Constraints
Text	Text	≤ 255 char.
Long Text	Long text
Date	Date	Format must be YYYY-MM-DD
Number	Decimal Number	≥ 0
Percentage	Whole Number	≥ 0
Boolean	Boolean	true / false
Dropdown	Text	Must be among choice list
Multiple Choice	Text	Must be among choice list
Multiple Select Dropdown	List of Text	Must be among choice list
Checkbox	List of Text	Must be among choice list

Once you have mapped all the columns that need to be imported, click "Next".
Select whether you want to be notified via email once the import is complete then click "Upload".
From here you can resume your work as usual, your file will be processed in the background. To check the import's status, please visit the Data Import History page.

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What's Next

Jobs Data Import

Table of contents

Import your Organizations
CSV File
JSON File