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Organizations Data Import
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Contents

Organizations Data Import

  • 7 Minutes to read
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Article Summary

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

  1. 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

  1. Select the Organizations (Clients/Departments) data set and click "Next".
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  2. Select the file type and click "Next". For a CSV file, continue reading below, for a JSON file follow these instructions.
    Data Import 4.png

CSV File

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

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  1. 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.

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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.

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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 NameRequiredField TypeConstraints
Organization NameYesText≤ 255 char.
Organization DescriptionNoLong text
Organization CreatorNoEmail AddressMust be an existing user
Organization OwnerNoEmail AddressMust be an existing user
Organization IndustryNoText≤ 255 char.
Organization AddressNoText≤ 255 char.
Organization WebsiteNoText≤ 255 char.
Organization StageNoTextAccount must be in agency setting and must be a valid CRM stage name
Organization TagsNoList of TextOnly available via JSON import. See below for more details.
NotesNoNotesOnly available via JSON import. See below for more details.
  1. 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 TypeFormatConstraints
TextText≤ 255 char.
Long TextLong text
DateDateFormat must be YYYY-MM-DD
NumberDecimal Number≥ 0
PercentageWhole Number≥ 0
BooleanBooleantrue / false
DropdownTextMust be among choice list
Multiple ChoiceTextMust be among choice list
Multiple Select DropdownList of TextOnly available via JSON import. See below for more details.
CheckboxList of TextOnly available via JSON import. See below for more details.

  1. Once you have mapped all the columns that need to be imported, click "Next".
    screenshot.png

  2. Select whether you want to be notified via email once the import is complete then click "Upload".
    Data Import 11.png

  3. 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.

Loading.png

Screenshot (259).png

JSON File

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

image.png

image.png

  1. 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.

image.png

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.

image.png

image.png

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 NameRequiredField TypeConstraints
Organization NameYesText≤ 255 char.
Organization DescriptionNoLong text
Organization CreatorNoEmail AddressMust be an existing user
Organization OwnerNoEmail AddressMust be an existing user
Organization IndustryNoText≤ 255 char.
Organization AddressNoText≤ 255 char.
Organization WebsiteNoText≤ 255 char.
Organization StageNoTextAccount must be in agency setting and must be a valid CRM stage name
Organization TagsNoList of TextEach item must be unique and ≤ 255 char.
NotesNoNotesSee more details below

Notes

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

Data PointRequiredTypeConstraints
contentYesText
created_atNoDate and TimeFormat must be YYYY-MM-DDThh:mm:ssZ
creatorNoEmail AddressMust 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"
         }
      ]
   }
]
  1. 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.

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 TypeFormatConstraints
TextText≤ 255 char.
Long TextLong text
DateDateFormat must be YYYY-MM-DD
NumberDecimal Number≥ 0
PercentageWhole Number≥ 0
BooleanBooleantrue / false
DropdownTextMust be among choice list
Multiple ChoiceTextMust be among choice list
Multiple Select DropdownList of TextMust be among choice list
CheckboxList of TextMust be among choice list

  1. Once you have mapped all the columns that need to be imported, click "Next".
    image.png

  2. Select whether you want to be notified via email once the import is complete then click "Upload".
    image.png

  3. 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.

image.png

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