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, company CSV import/export, item CSV import/export, report CSV export, templates, 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, Companies, 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, companies, and items support CSV import and export from their list pages.
- Each import page has a Download template action so users can start with the expected column headings.
- QCRM uses the column headings to place each value into the matching field.
- The standard contact and company templates do not include an owner column; imported rows are assigned to the importing user.
- 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. |
| Companies import/export | Loads or downloads company records. |
| Items import/export | Loads or downloads item records. |
| Download template | Downloads the expected CSV layout for the current list. |
| 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. |
| Template column headings | Names at the top of the CSV. | Keep them so QCRM knows which field each value belongs to. |
| Required fields | Fields that must be present for each row. | Contacts need first name, last name, and email; companies and items need name. |
| Owner assignment | Who owns imported contacts or companies. | QCRM assigns imported rows to the importing user; reassign them after import when needed. |
| 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
- Use Download template from the list you want to import.
- 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.
- Export current data first when you need a backup before bulk maintenance.
- Use reports export when you need analysis rather than data maintenance.
Best Practice
- Do not import directly from an unreviewed customer list.
- Keep template column headings and data formats consistent.
- Do not add an owner column to the standard contact or company templates.
- Use category and unit names in item imports instead of ID columns.
- 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, review Rows not imported for the exact reason.
- If the file cannot be matched, start from Download template and keep the column headings.
- 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.