If you’ve been waiting for this, then you know I’m late. Guess that is how it goes with software development. Good news though. I spent this past weekend, since it was so hot, working on it. So far I’m really pleased with the results. It was kind of tough to come up with a user interface that would provide a great user experience and still be flexible with the input CSV data.
What I ended up with is a three-step process. The first being the simplest. Upload the CSV file.
A requirement for the import of the CSV file will be that the first row is to be a header row to identify the contents of the data for each column. This leads you to step two. You will have to map each column to the appropriate field in Connections. For example, lets say the column headers in your CSV file are first, middle and last, you would map these to the fields First Name, Middle Name and Last name in Connections. Now I did include some basic auto mapping. If the CSV file is an Export of Outlook or Gmail, Connections will automap many of the fields for you. If you name your column heads correctly before import Connections will be able to automap all of the columns.
Once you have the fields mapped it’s time for the third and final step. Connections will parse the rest of the CSV file according to the map from the previous step and will display a table with all of the entries from the CSV file. Here, you will have the opportunity review and make any edits before importing the CSV.
Ok, I guess there is one more step, the actual import. But that’s it.
Would rather you be a little late and have it done right than rush it out with a bunch of bugs in it. When will the Pro version, particularly the csv import, be ready for to download?
Honestly I had hoped to be finished by now. I only need a solid block of about 8 hours to finish.
I’m very keen to get my hands on this CSV import tool too.
We use connections on an internal blog and are very interested in the CSV upload functionality. Please let me know once it becomes available. Thanks for working on it!
Does this tool support importing multiple addresses per connection?
You you should be able to import up to 5 addresses by using these as your column headers:
‘address_0_line_one’
‘address_0_line_two’
‘address_0_city’
‘address_0_state’
‘address_0_zipcode’
‘address_0_country’
‘address_1_line_one’
‘address_1_line_two’
‘address_1_city’
‘address_1_state’
‘address_1_zipcode’
‘address_1_country’
‘address_2_line_one’
‘address_2_line_two’
‘address_2_city’
‘address_2_state’
‘address_2_zipcode’
‘address_2_country’
‘address_3_line_one’
‘address_3_line_two’
‘address_3_city’
‘address_3_state’
‘address_3_zipcode’
‘address_3_country’
‘address_4_line_one’
‘address_4_line_two’
‘address_4_city’
‘address_4_state’
‘address_4_zipcode’
‘address_4_country’
Love this. Purchased the CSV uploader and works great. One question, is there a way to associate entries to categories when uploading with the CSV?
Also, if I have additional info to add later in bulk format, will the next upload overwrite or create double entries?
Currently there is not a way to link CSV entries to categories. To help with this issue, a future version of Connections will allow bulk assignment of entries to categories.
If you bulk upload a CSV with changes, you will end up with duplicate entries, not updated entries.
Thank you for the info. I’m importing a couple of thousand entries right now — and expect up to about 10k of them before done. Would love bulk assignments in the future
.
I’ve just purchased this module and I’m over the moon that I won’t have to manually input all of my records.
I love the flexibility of Connections.
Many thanks
J