What are the main requirements to the Excel file for the successful data migration?

Trujay users can migrate data from the Excel file directly to CRM.

 

However, there are few requirements to the Excel file for the successful data migration.

1. The fileshould include the Column “id” or “Id” that contains unique values
Doubles_records_id

 

2. There must not be empty cells in the header
records_value

 

3. The Column “id” or “Id” must not include empty cells.
record_value_empty_cells

 

4. The file can be downloaded from Dropbox, Google Drive, One drive or Computer Hard drive

5. The number of columns in each row is the same (there are no merged cells)

 

6.There should be a single tab only.

 

7. The file type (extension) is .xls or .xlsx

Please, make sure that the file name contains one of the mentioned extensions. If not, edit its  name to be FILENAME.XLS or FILENAME.XLSX

 

8. The file size is less than 1 Gb

 

Migrate a part of your data from Excel to CRM and see if works for you.

Launch free Demo migration.