Home → Data Management → Imports → Import new primary records
4.2. Import new primary records
Rubi allows you to import data, in bulk, using a standard "Import" Excel file. This file can be downloaded from the section bar by clicking the Excel file.
Complete all applicable columns and rows with appropriate data. For example, all "Company" names should be entered into the "CompanyName" column. Rubi will attempt to prevent duplicate records based on all data in columns A through N being exactly the same. Any deviation of values in these columns will cause a duplicate record to be created with the unique values.
Multiple contacts can copy all data about the "Company" from columns A through N for a matching record, then complete the contacts column data as applicable. Rubi will then detect a match based on columns A through N and will add the additional contact to the existing match record.
Hover over column headers for additional notes regarding how to maintain data integrity. Columns with a blue background require the value to be available in Rubi as a List value prior to import. Lists can be amended in Rubi via Main Menu > System > Lists and look for the appropriate list.
When importing your file, any errors found in the data will prevent the import of the data set and an Excel file will be returned to you outlining any errors. The errors will be highlighted in red.
Please note, that the returned Excel file will be zoomed out so that errors can be quickly identified. The returned Excel file is for information purposes only and amendments should be made in your original Excel import file. Missing list values should be added to Rubi in the appropriate list as mentioned above.
Dates must be in an appropriate format. Invalid dates will cause errors in the import.
Report error resolution process until final import is completed.
Failure to follow the steps above may result in duplicate records existing in your RubiCRM. You do have the option to Merge Records by performing an "Advanced Search" and then selecting the "Merge" button. Please view the related page on merging primary records.
Adding Contacts in Bulk
You can add contacts in bulk to an existing company by uploading the Excel file with the company name and company tel fields exactly matching the company you wish to add the contact to.
Those two fields must be added for each row so RubiCRM can match the contact to the appropriate company record.
You can then freely enter the contact information for each contact you are adding to the CRM.