Import, export & exit — found from sitemap — Livespace

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Facts read from this source

• Import file formats Report an error

  “Livespace CRM allows to import data (for example contacts) from a .csv, .ods and .xls file which are standard Excel worksheets.”

• Import file size limit Report an error

  “The imported file should not exceed 4 MB. If you need to import more data, try splitting the file into several smaller ones.”

• Import undo Report an error

  “In the case of an unsuccessful import, due to, for example, incorrect field matching or file format, you can UNDO the entire import along with all the imported contacts.”

• Import duplicate handling Report an error

  “Overwrite the data in Livespace with the data form the file - if the contact data in Livespace and in the imported file differ, the data entered in Livespace will be overwritten with those from the file.”

• Import tags Report an error

  “Adding tags here will add the tags entered here to the imported objects (companies, people, deals).”

• Import group source assignment Report an error

  “These options allow you to properly assign imported objects to a specific group or assign them to a specific acquisition source.”

• Import visibility owner member Report an error

  “Member - Applies to Private and Hidden visibility. Allows you to decide who will be immediately assigned to imported objects as Member.”

• Duplicate matching companies Report an error

  “By Tax ID number - if the imported file contains a company with a Tax ID number assigned to an existing contact in Livespace, the contact will be matched first by this number.”

• Duplicate matching persons Report an error

  “By first name, last name and contact details - all telephone numbers, fax numbers and e-mail addresses on file will be taken into account and the contact will be matched to the person with the highest data match.”

• Import field mapping Report an error

  “Match the rows from the file with the Livespace fields (the fields can belong either to the profiles of persons, companies, or deals).”

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