Migrate customer data from spreadsheets, CSV files, and legacy CRM systems with error inspection.
By the end of this training module, you will be able to:
A secure staging interface (/:entity/import-bulk) that validates file schema, ensures entity permission checks, and guides column mapping before database ingestion.
An interactive modal in KineCRM allowing administrators to review the raw data payload and specific validation errors of failed import rows.
The automated export of filtered CRM datasets into structured CSV files for reporting or external backups.
Step-by-Step Walkthrough
Follow these practical guides to master every capability of Import & Export.
Upload customer spreadsheets using the dedicated entity import wizard.
From Leads, Contacts, or Accounts, click 'Import' or visit /:entity/import-bulk. Select your CSV or XLSX file.
Click 'Download Sample File' to review the pre-formatted columns and expected data formats for the selected entity.
Align spreadsheet headers with KineCRM standard and custom fields.
KineCRM automatically matches common headers (Name, Email, Phone, Company). Verify each mapped field.
Match unique business data to your configured Custom Fields using the dropdown selectors.
Click 'Start Import'. The system queues the job for background batch processing to prevent browser timeouts.
Inspect job progress and diagnose validation failures with the JSON viewer.
Navigate to Imports (/imports) to review all historical jobs. Click into any job (/imports/:id) to view total records, processed count, success count, and failed count.
Toggle between the 'Successful Rows' and 'Failed Rows' tabs to evaluate import outcome.
Click the code/view icon on any failed row to open the JsonViewModal. Review the exact server error message (e.g., duplicate unique email, invalid phone format) and raw payload.
Export filtered CRM lists safely for backups and offline analysis.
Apply desired filters in the list view (e.g., Leads created this quarter with status 'Qualified').
Click 'Export' (/:entity/export). KineCRM packages the filtered dataset into a clean CSV file download.
Common inquiries regarding Import & Export in KineCRM.
KineCRM supports both CSV (.csv) and Microsoft Excel (.xlsx) spreadsheet formats with UTF-8 character encoding.
The 95 valid rows are successfully created in the CRM. The 5 failed rows are isolated in the 'Failed Rows' tab with detailed JSON error logs for easy correction and re-upload.
Start tracking leads, accelerating sales, and managing customers with KineCRM today. No credit card required.
