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Workbooks Import Wizard

Tip

If you have Advanced Permissions set up and want to assign records to a queue, you will need to assign the records to a user that has the right permissions for that record and after importing, reassign the records to a queue.

Your import should run smoothly if you have prepared the import data and work through the Import Wizard systematically. To help you with preparing your data we've put together a spreadsheet giving lots of useful information on how your data should be formatted to download, click here.

You'll see two tabs for each record type, one detailing the standard fields for each record type, which gives information on the required format for each field. The second tab provides a template you can use and a few rows of example data.

We recommend that you read through the information provided here before running your first import.  We've split these out into the following steps: 

Related content

Compulsory fields for Import

When importing data, most records types will have some required fields that must be mapped when importing data

Introduction to Importing

If you have existing data in other CRM systems, databases or spreadsheets, you can import it into Workbooks from a CSV file