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Importing Data

Use Data Import when records already exist in another system or spreadsheet and should be brought into ZeyOS in a controlled bulk process.

Live data import wizard
Live data import wizard

What This Page Is For​

The import wizard helps you migrate master data and operational records without retyping them manually. It is especially useful during onboarding, data cleanup projects, or controlled mass updates.

Who Should Use It​

This page is typically used by administrators, migration owners, or power users who understand both the source file and the target entity in ZeyOS.

What You Can Import​

The live wizard offers a broad range of target entities, including:

  • Accounts and contacts
  • Appointments and tasks
  • Campaigns, opportunities, and contracts
  • Items, storages, and stock transactions
  • Notes, links, projects, tickets, and payments
  • Mailing lists and mailing-list participants
  • Custom fields and other advanced entities used by administrators

What You See on the Page​

The wizard is organized into seven numbered steps:

  1. Select entity
  2. Upload file
  3. Map fields
  4. Process data
  5. Review data
  6. Import data
  7. Check report

This structure makes the workflow explicit and gives you several opportunities to validate the import before data is written to the system.

1. Prepare the source file​

  • Remove duplicate columns.
  • Normalize date, number, and status values.
  • Decide which ZeyOS entity should receive the data.
  • Confirm that required reference data already exists, for example owners, groups, tags, or related accounts.

2. Select the target entity​

Choose the entity carefully because it determines which fields and validations will be available in the next steps.

Entity selection step showing available import targets
Entity selection step showing available import targets

3. Upload and map the file​

Upload the file and match each incoming column to the correct ZeyOS field. Skip columns you do not need. Use defaults where every imported row should receive the same owner, tag, or status.

4. Process and review the preview​

Use the preview and validation steps to identify formatting issues, wrong field mappings, or incomplete reference data before the final import.

5. Run the import and check the report​

Only start the final import once the preview is correct. After completion, review the report so you know which rows succeeded, were skipped, or need correction.

Data import wizard showing field mapping and processing steps
Data import wizard showing field mapping and processing steps

Best Practices​

  • Import one entity at a time where possible.
  • Import master data before transactional data that depends on it.
  • Keep a copy of the source file and mapping notes for repeatable imports.
  • Test the workflow with a small sample before importing a full production file.