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CSV Imports

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Peter Watt
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To access Admin > Imports, you must have the "Dev Tools" user permission. 

In order to support the batch loading of Accounts, Contacts, Events, or Custom Table information, ChurnZero allows the ability to upload a CSV file.

IMPORTANT: This ability will allow you to create and update the information on your ChurnZero Accounts, ChurnZero Contacts, Events and Custom Tables. If these objects and fields are bi-directionally syncing with your CRM, this will cause your CRM to be updated as well. If you have any questions about how to execute these imports or what it will look like with your current integration workflow, please reach out to your ChurnZero Customer Success Manager or Implementation Specialist.

Use the below links to jump to the relevant section in this article:

Account Imports
Contact Imports
Event Imports
Custom Table Imports

Account Imports

  1. To execute an Account level import, you will go start by going to Admin, and clicking on the Imports option.
  2. Select Entity “Account” from the drop-down.
  3. Enter your email address in the Notification Email field to receive an Alert when the import is completed. You will also receive an error email if anything in the import fails. 

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4. Attach the .csv file you wish to upload.

The CSV must have a header and supports the following fields:

  • Required Fields:
    • accountExternalId (string) - The accountExternalId is your unique record to identify your account. This ID should also be in your CRM.
  • Optional Fields:
    • Name (string)
    • NextRenewalDate (date)
    • TotalContractAmount (double)
    • IsActive (Boolean)
    • BillingAddressLine1 (string)
    • BillingAddressLine2 (string)
    • BillingAddressCity (string)
    • BillingAddressState (string)
    • BillingAddressZip (string)
    • BillingAddressCountry (string)
    • StartDate (datetime)
    • EndDate (datetime)
    • LicenseCount (int)
    • OwnerUserAccount (string - matches on UserName of the ChurnZero user)
    • ParentAccountExternalId (string)
    • cf_XXXX The custom field to be updated prefixed by "cf_"

To see a list of the Custom Fields with their corresponding CSV Column Header label on your Accounts, click on Admin > Imports > Select Account from the Entity drop-down. Make sure that your .csv file contains the exact naming convention that is shown in CSV Column Header.

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Note: A custom field must already exist in ChurnZero in order for attributes values to be sent via CSV. If you need help getting a field added, ask support@churnzero.net for help.

  1. When you have attached the .csv to upload, you can confirm all of your columns will be recognized in the import based on the Position identifier. Please ensure that all fields you are looking to update with the import have a Position recognized before submitting the import.

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  1. When you are ready, click the Submit button on the right-hand side.

Contact Imports

  1. To execute a Contact level import, you will go start by going to Admin and clicking on the Imports option.
  2. Select Entity “Contact” from the drop-down.
  3. Enter your email address in the Notification Email field to receive an Alert when the import is completed. You will also receive an error email if anything in the import fails. 

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4. Attach the .csv file you wish to upload.

The CSV must have a header and supports the following fields:

  • Required Fields: 
    • contactExternalId (string) - The ContactExternalId must be unique within the account. This could be a email address, a unique record that is also contained in your CRM, or the ID of the contact record of your CRM.
    • accountExternalId (string) - The accountExternalId is your unique record to identify your account. This ID should also be in your CRM.
  • Optional Fields:
    • FirstName (string)
    • LastName (string)
    • Email (string)
    • cf_XXXX The custom field to be updated prefixed by "cf_".

To see a list of the custom fields with their corresponding CSV Column Header label on your Contacts, click on Admin > Imports > Select Contact from the Entity drop-down. Make sure that your .csv file contains the exact naming convention that is shown in CSV Column Header.

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Note: A custom field must already exist in ChurnZero in order for attribute values to be processed in the import. If you need help getting a field added, ask support@churnzero.net for help.

 5. When you have attached the .csv to upload, you can confirm all of your CSV columns will be recognized in the import based on the Position identifier. Please ensure that all fields you are looking to update with the import has a Position recognized before submitting the import.

 6. When you are ready, click the Submit button on the right-hand side.

Event Imports

  1. To execute an import of Events, you will go start by going to Admin and clicking on the Imports option.
  2. Select Entity “Event” from the drop-down.
  3. Enter your email address in the Notification Email field to receive an Alert when the import is completed. You will also receive an error email if anything in the import fails. 

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NOTE: By default, ChurnZero ignores duplicate events (same Date, Account, Contact, and Description). You can allow duplicates by toggling "Allow Duplicates" to YES. 

4. Attach the .csv file you wish to upload. The CSV must have a header and supports the following fields:

  • Required Fields: 
    • accountExternalId (string) - The accountExternalId is your unique record to identify your account. This ID should also be in your CRM.
    • contactExternalId (string) - The ContactExternalId must be unique within the account. This could be an email address, a unique record that is also contained in your CRM, or the ID of the contact record of your CRM.
    • EventName (string) - This is the unique name of the event (ie. "Sent Blog Post"). If theEvent Name is not found it will be created.
    • EventDate - The date of the event (defaults to time of API call) in format ISO-8601 ("2012-03-19T07:22Z")
  • Optional Fields:
    • Description (string) - A description of this particular event (ie. blog title)
    • Quantity (number) - The number related to this event. (ie. Commonly used to track things like email sent, etc)
    • cf_XXXX The custom field to be updated prefixed by "cf_".
      • Custom Fields on Events are not a common occurrence. Do not be alarmed if your account has no Event Custom Fields. 

 To see a list of the custom fields with their corresponding CSV Column Header label on your Contacts, click on Admin > Imports > Select Event from the Entity drop-down. Make sure that your .csv file contains the exact naming convention that is shown in CSV Column Header.

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Note: A custom field must already exist in ChurnZero in order for attribute values to be processed in the import. If you need help getting a field added, ask support@churnzero.net for help!

 5. When you have attached the .csv to upload, you can confirm all of your CSV columns will be recognized in the import based on the Position identifier. Please ensure that all fields you are looking to update with the import has a Position recognized before submitting the import.

 6. When you are ready, click the Submit button on the right-hand side.

Activity Imports

  1. To execute an import of Activities, you will go start by going to Admin and clicking on the Imports option.
  2. Select Entity “Activity” from the drop-down.
  3. Enter your email address in the Notification Email field to receive an Alert when the import is completed. You will also receive an error email if anything in the import fails. 

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4. Attach the .csv file you wish to upload. The CSV must have a header and supports the following fields:

  • Required Fields: 
    • accountExternalId (string) - The accountExternalId is your unique record to identify your account. This ID should also be in your CRM.
    • assignedTo (string) - The assignedTo field references the user account that the activity is assigned to. This should match on UserAccount.UserName.
    • subject (string) - The subject of this particular activity
    • closeDate (date) - The date that the activity was closed/logged.
    • Comments (string) - Refers to any comments associated with the activity.
    • Type (picklist) - The type must be designated from the list of activity types in your instance.
  • Optional Fields:
    • contactExternalId (string) - The ContactExternalId must be unique within the account. This could be an email address, a unique record that is also contained in your CRM, or the ID of the contact record of your CRM.
    • cf_XXXX The custom field to be updated prefixed by "cf_".
      • Custom Fields on Events are not a common occurrence. Do not be alarmed if your account has no Activity Custom Fields. 

 To see a list of the custom fields with their corresponding CSV Column Header label on your Activities, click on Admin > Imports > Select Activity from the Entity drop-down. Make sure that your .csv file contains the exact naming convention that is shown in CSV Column Header.

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Note: A custom field must already exist in ChurnZero in order for attribute values to be processed in the import. If you need help getting a field added, ask support@churnzero.net for help!

 5. When you have attached the .csv to upload, you can confirm all of your CSV columns will be recognized in the import based on the Position identifier. Please ensure that all fields you are looking to update with the import has a Position recognized before submitting the import.

 6. When you are ready, click the Submit button on the right-hand side.

Survey Imports

  1. To execute an import of Surveys, you will go start by going to Admin and clicking on the Imports option.
  2. Select Entity “Survey” from the drop-down.
  3. Designate which type of survey you are importing (NPS, CSAT or CES).
  4. Enter a name and description for your survey to appear in the UI.
  5. Designate whether the survey contains follow-up questions.
    • Along with including follow-up questions, you can designate if those questions are the same for all ratings.
    • If the questions are not the same, you can make selections for each question depending on the type of responder organized by rating, as shown below:

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6. Enter your email address in the Notification Email field to receive an Alert when the import is completed. You will also receive an error email if anything in the import fails. 

7. Attach the .csv file you wish to upload. The CSV must have a header and supports the following fields:

  • Required Fields: 
    • accountExternalId (string) - The accountExternalId is your unique record to identify your account. This ID should also be in your CRM.
    • contactExternalId (string) - The ContactExternalId must be unique within the account. This could be an email address, a unique record that is also contained in your CRM, or the ID of the contact record of your CRM.
    • Rating (number) - The number rating associated with responses to your survey.
    • ResponseDate (datetime) - The date and time associated with your survey responses.
  • Optional Fields:
    • FollowUpResponse (data type varies) - This field can be included if you have follow-up questions associated with your survey.

 To see a list of the custom fields with their corresponding CSV Column Header label on your Surveys, click on Admin > Imports > Select Survey from the Entity drop-down. Make sure that your .csv file contains the exact naming convention that is shown in CSV Column Header.

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Note: A custom field must already exist in ChurnZero in order for attribute values to be processed in the import. If you need help getting a field added, ask support@churnzero.net for help!

 8. When you have attached the .csv to upload, you can confirm all of your CSV columns will be recognized in the import based on the Position identifier. Please ensure that all fields you are looking to update with the import has a Position recognized before submitting the import.

 9. When you are ready, click the Submit button on the right-hand side.

Custom Table Imports

A Custom Table is anything that appears on the Custom Tables of an Account within ChurnZero. These Custom Tables can be connected to your CRM (such as Opportunities or Deals), secondary integrations (such as Zendesk tickets, Intercom Chats, Financial Details), or even Custom Tables that live solely in ChurnZero. 

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If you are executing an import to a Custom Table that has edit access back to its source, this imported data will push back into those systems. If you have any questions about how to execute these imports or what it will look like with your current integration workflow, feel free to reach out to your ChurnZero Customer Success Manager or Implementation Specialist.

  1. To execute an import of Custom Table information, you will go start by going to Admin, and clicking on the Imports option.
  2. Select the Custom Table you are wishing to update from the Entity drop-down.
  3. Enter your email address in the Notification Email field to receive an Alert when the import is completed. You will also receive an error email if anything in the import fails. 

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4. Attach the .csv file you wish to upload. The CSV must have a header and will support the Custom Fields on your Custom Table. 

  • Required Fields: 
    • accountExternalId (string) - The accountExternalId is your unique record to identify your account. This ID should also be in your CRM. This will allow the Custom Table to show on the correct account within ChurnZero
    • Identifier- Each record in your Custom Table should have an identifier associated with it. The Identifier can be anything that your team chooses, as long as it's unique per record on the Custom Table. This identifier will allow the record on the Custom Table to be updated with future imports, rather than creating a new record on the Custom Table. You will need to let your Customer Success Manager or Implementation Specialist know what you have chosen as your Identifier field so that the field can be configured appropriately.  
  • Optional Fields:
    • To see a list of the Custom Fields with their corresponding CSV Column Header label on your Custom Tables, click on Admin > Imports > Select the Custom Table from the Entity drop-down. Make sure that your .csv file contains the exact naming convention that is shown in CSV Column Header.

mceclip2.png

Note: A custom field must already exist in ChurnZero in order for attribute values to be processed in the import. If you need help getting a field added, ask support@churnzero.net for help!

 5. When you have attached the .csv to upload, you can confirm all of your CSV columns will be recognized in the import based on the Position identifier. Please ensure that all fields you are looking to update with the import has a Position recognized before submitting the import.

 6. When you are ready, click the Submit button on the right-hand side.

 

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    Saul Rosen

    Hi!

    I was running batch updates of custom fields with a cURL function from command line. Does the Custom Table Imports function replace that?

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