Overview
Help users safely move data in and out of QCRM where the user interface supports CSV files.
Main purposeHelp users safely move data in and out of QCRM where the user interface supports CSV files.
Important areasContact CSV import/export, item CSV import/export, report CSV export, skipped rows, validation messages.
Business valueControlled CSV workflows help teams update data and review information without manual retyping.
Where To Find It
Common Path: Contacts, Items, and Reports
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Contacts and items support CSV import and export from their list pages.
- Reports support CSV export from the report preview.
- Imports validate rows and may skip or fail rows that do not meet required field or format rules.
Main Areas
| Area | What It Is Used For |
|---|---|
| Contacts import/export | Loads or downloads contact records. |
| Items import/export | Loads or downloads item records. |
| Reports export | Downloads report results. |
| Import result messages | Show created, updated, imported, skipped, or failed rows. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| CSV file | Comma-separated upload file. | Use plain CSV, not a formatted spreadsheet file. |
| Required fields | Fields that must be present for each row. | Contacts need names and email; items need name. |
| Skipped rows | Rows not imported. | Review and correct them before retrying. |
| Export CSV | Download action. | Use after applying the correct filters or report settings. |
Recommended Workflow
- Export current data first when you need a template or backup for review.
- Prepare the CSV with required fields and clean values.
- Import a small test file before a large update.
- Read the import result message and correct skipped or failed rows.
- Use reports export when you need analysis rather than data maintenance.
Best Practice
- Do not import directly from an unreviewed customer list.
- Keep column names and data formats consistent.
- Use UTF-8 CSV when possible to avoid character issues.
Troubleshooting
- If upload fails, confirm the file is CSV and not an Excel workbook.
- If rows are skipped, check required fields, duplicate values, and invalid email or numeric formats.
- If export does not download, check browser download settings.
FAQ
Can I import reports?
No. Reports export results as CSV, but report definitions are managed inside QCRM.
Should I keep a copy before importing?
Yes. Export current data first when doing bulk maintenance.