Data Import: Basic

Regardless of what platform you're coming from, our Basic Data Service will save you time and effort. You can be confident that your data will be imported safely and securely to Membrain, allowing you to focus on growing your business.

What we’ll cover

Membrain's professional services include three stages: Planning, Implementation, and Review.

Data from a single source

Example: CRM, ERP, Excel Files, etc

Data Imports

Companies/Accounts

Contacts

Prospects/Leads OR Opportunities imported into a single process

Basic custom fields including text, number, currency, date, links etc

Support

One 1-hour planning session with Membrain's Data Specialist

Follow-up with Membrain Customer Success Advocate after import

Parameters

Maximum of 3 spreadsheets

(eg. 1 for Companies, 1 for Contacts, 1 for Prospects or Opportunities)

All relevant data must be comprehensively included in all files

Size: Less than 10,000 cells per spreadsheet

(Example: 5 columns and 2000 rows)

Data merging, filtering/cleaning is not included.

The customer is responsible for preparing the data using Membrain templates and adhering to recommendations given by Membrain's Data Specialist

Critical Guidelines:

The data must be in a spreadsheet format, like XLS/XLSX or CVS.

The data is submitted in an unformatted state. Please remove macro-enabled spreadsheets, merged cells, grouped data, etc., as these formats are not permissible.

Please remove any data columns containing redundant information or system fields that you don't want to keep, ahead of submitting the data.

The size of each individual spreadsheet should not exceed 50 MB.

Your import data must be arranged in an unfiltered spreadsheet with clear, unmerged, Columns (with Header Names) and Rows without formulas.

Only one import type per spreadsheet/file. Companies in one sheet, Contacts in another and so on. You can either separate different types of import data by file or by different sheets in the same file.

The Data Import Services is primarily meant to be used to import the relevant data that you need to build your business going forward. That said, some historical data can be very important to bring with you into Membrain. We usually recommend importing historical data going back to a maximum of 3 years, especially Activity Data like Notes, historical Emails, Appointments and Tasks.

What types of data cannot be imported into Membrain?

Documents - these must be uploaded to their respective location manually inside Membrain
Historical emails - emails can only be imported into Membrain as Notes via an Activity import including date and participant/recipient details, as well as the email content itself. Membrain's Sales Inbox can look back over the past 30 days and sync relevant emails to related projects, according to System Settings and Stakeholder information.

Price and Timeline: Please talk to your Customer Success Advocate, or write to us here

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