Importing data
Bring a spreadsheet into Syncek in four steps, clean its values on the way in, and undo the whole run within 72 hours if it goes wrong.
Syncek imports records from a spreadsheet in four steps, starting from
Settings, then Workspace, then Imports, then New Import. It reads
.csv, .xlsx and .xls files, up to 5,000 rows and 100 columns per import, and
you can also paste rows copied from a spreadsheet straight onto the page. A run
that created or updated records can be undone within 72 hours.
Before you upload
- The first row holds the column names, with at least one row of data under it.
- In a workbook with several sheets, choose the one to read under Worksheet.
- Check Rows found. A sheet where formulas were once copied down can hold hundreds of rows that look empty, and Syncek reads every one of them. Delete those rows in the spreadsheet first.
Each object offers a template. On the upload screen, once you have added a file,
pick the object, then click Download import template.
Its first column is Object: write the object's name there, such as Account,
and Syncek recognises the file and maps the columns for you. A file exported from
Syncek carries the same column.
The four steps
- Upload file. Add the file and choose the object its rows belong to.
- Map columns. Map each column to an attribute. Syncek suggests a mapping for every column it recognises, and a column you leave unmapped is not imported. Create new attribute adds a field you do not have yet.
- Review values. See how each column will land, and point the values Syncek could not match at the right option, member or record.
- Preview import. Choose the import mode, check how many rows will be created, updated or skipped, and click Start import.
The import runs in the background, so you can close the page. Each run is listed on Imports with its status and its row counts. A workspace runs up to three imports at a time.
Cleaning values on the way in
In Map columns, a column can carry up to 10 transforms, applied in order: find and replace, replace with a regular expression, upper or lower case, parse as a number, convert a date format, extract by position or with a regular expression, and add text before or after.
Fill empty values only changes cells that contain spaces. A cell with nothing in it stays empty, so fill those in the spreadsheet before you upload.
In Review values, a Select, Multi-Select, Stage, Boolean or Rating column lists each distinct value once. Match every value to an option or skip it. For Select, Multi-Select and Stage you can also create the option that is missing. A skipped value in a Boolean or date column makes its row fail, so match every value there or fix it in the spreadsheet.
Dates written day first, such as 03/04/2026, need one extra transform. See
Fixing import problems.
Importing the same kind of file again
Once the columns are mapped, click Save preset. Next time, after you upload the file, open Load preset and pick it. The same menu also lists your recent imports.
Where to go next
- Updating records with an import changes records you already have.
- Linking records on import attaches contacts to their accounts and opportunities to their owners.
- Undoing an import reverses a run within 72 hours.
- Fixing import problems covers failed rows, skipped rows and dates.
Getting the same data back out is exporting. Getting it out of the CRM you are leaving happens before any of this, and what to pull from the old tool is a job of its own.