Data Import: Premium

Regardless of what platform you're coming from, our Premium Data Service is the ultimate time-saver. 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 multiple sources

Example: CRM, ERP, Excel Files, etc

Data Imports

Companies/Accounts

Contacts

Prospects/Leads and Opportunities to several processes

Products

Activities (notes, appointments, tasks, calls, emails)

All custom field types (basic and advanced)

Support

Two or Three 1-hour planning sessions with Membrain's Data Specialist

Follow-up with Membrain Customer Success Advocate after import

Parameters

Maximum of 10 spreadsheets (eg. 1 for Companies, 1 for Contacts, 1 for Prospects, 2 for Opportunities, 1 for Products and 1-3 for Activities etc)

Mapping using corresponding unique identifiers must match between source and target spreadsheets

Size: More than 50,000 cells per spreadsheet

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

Back