Better data = a better workday
In this update:
Import enhancements that work for you
CRM runs on data just like our team runs on Tacos. It feeds a great work experience and better data = a better workday.
That’s why we continue to enhance our Importing feature so that it works for YOU. Your business is unique and our latest Import upgrades help you stay that way – with intuitive field-mapping, custom field creation on-the-fly, and one-click to skip data you just don’t want to import.
Field Mapping to an Existing Field
Sometimes your CSV file has a column name that FreeAgent doesn’t recognize. For example, let’s say there’s a field called ‘Contact Owner’ in FreeAgent but you used ‘Owner’ in your CSV file. No problem! Use the ‘Map to CRM Field’ column to create the relationship.
Field Mapping to a New Field
In other cases, you may have a column of data in your CSV file that you’d like to add to FreeAgent for the first time. When importing, just select the row and click the ‘Add Field’ button on the top left-hand corner of the ‘Import Contacts’ screen to create the field on the fly. Check out the video above to see exactly how quick and easy it is!
Field Mapping – One-Click Skip
Keeping your CRM data clean has never been easier. In FreeAgent it’s just one-click to skip columns by simply selecting them and choosing “Do Not Import”. Now you can skip the extra clean-up work in spreadsheets before importing.
Send us your feedback!
Like the new updates? Let us know! Have an idea to improve the usability of FreeAgent CRM? Chat us up, send us an email, or give us a call.