Importing Business Data

MotorDesk's data import features allows for you to import any already existing contact/lead data for your business, straight into MotorDesk in 3 easy steps.

Step 1 : Navigate to import tool

You can find the import/export tool in the Business -> Import and Export section.

You can then select 'Import' as the action, and then below you have a drop-down to select the type of import you would like to carry out, either:

Contacts
Leads

Step 2 : Upload file

At this stage, you will need to upload a CSV or Excel file of the contacts/leads that you'd like to import.

Depending on the type of data you are importing, this will determine the format you will have to have for that file and also the options you have for importing the data.

Contacts Import

Contacts Required Headers - a template is available to be downloaded at this stage if needed.

name
company
full_address
address_line_one
address_line_two
city
state
zip
country
email
telephone
mobile
marketing

Import File From

Once you have uploaded your file with the correct format, the next option to select is the 'Import File From'. You have three choices to choose from here:

Any Service
Click Dealer
Dragon 2000

These choices will configure how the import tool works, meaning if you are importing contacts from either Click Dealer or Dragon 2000, this should be a seamless process. For any other service, please select the 'Any Service' option.

Name & Address Columns

The next options to configure are the 'Name Columns' and 'Address Columns'.

If in your uploaded file the contact name is split between two columns, for example 'First Name' & 'Last Name', select multiple columns. This is the same for the address.

Contact Type

Finally, you will need to select the type of contact you are importing. Each imported contact will be labeled with this type within MotorDesk.

Leads Import

Leads Required Headers - a template is available to be downloaded at this stage if needed.

type
name
email
phone
mobile
marketing
source
message
date
note

The first option to configure is 'Assign Leads To'. Selecting this will give you a list of your users/staff that have been added into your MotorDesk account. You can then select any number of these users to assign the leads to.

The last option to configure is 'Leads Notes'. You can enter any notes that you'd like attached to each of the imported leads.

Step 3 : Map fields

Depending on the type of import you have selected, you may see some different values in the 'Field Name' column, however both import types use the same idea here.

The 'Field Name' column is the fields that are used within MotorDesk, and what will be used when creating the contact/lead.

The 'Map To Field' column is the headers that were found in the file you uploaded. You will need to match your column headers with the field names on the left - this ensures that the correct data is being passed through to the correct fields.

Step 4 : Confirm import

You will now be displayed a sub-set of the file you have uploaded - you can use this to confirm if you have mapped the fields correctly.

You can now click the blue 'Import' button to begin importing your data.

Step 5 : Import

Your import will now be running in the background, and you are free to leave this page.

You will see a progress bar for your import that will update as more contacts/leads are imported in. You may also see errors highlighted for the import. Clicking on the red errors badge will present you with a pop-up that includes details about the errors that came up when importing your data.

As you can see here, there was 1 error within my import, that being on line 3 I am trying to import a contact that already exists within my MotorDesk account. These errors do not indicate that the import has failed - just that select rows may not have been imported. You do not need to run the import again.