How do I switch from Excel or MiniCRM.hu?

From Excel or Google Sheets

1. Make the first row the header (for example First name, Last name, Email, Phone, Company).
2. Save the sheet as a CSV file; a semicolon delimiter and accented headers are fine.
3. In HelloTeam: Contacts → Import, upload, map, preview, run.
4. If a column has no match, create a custom field first and the importer offers it as a target.

The fields the importer fills:

• First name
• Last name
• Email address: unique within the company
• Phone
• Mobile
• Job title
• Company name: created if it does not exist
• Status: lead, prospect, customer or inactive
• Source
• Birthday: YYYY-MM-DD
• City
• Postal code
• Address
• Country: two-letter code (HU, DE)
• Notes
• Subscribed: yes/no: the suppression list wins
• Owner's email address: the colleague must already have an account
• Tags, comma separated

From MiniCRM.hu

1. In MiniCRM.hu, open the module whose contacts you are moving and export the list view as CSV. If you have several modules, export per module: you will import them per module here too.
2. Open the file and look at the header row: this is what you will see in the mapping step. Accented headers and a semicolon delimiter are fine.
3. Here: Contacts → Import, upload, map, preview, run.

The source column names are examples: MiniCRM.hu lets you rename fields, so yours may differ. Whatever does not map itself, you assign in the mapping step.

What does not travel in a CSV

• Deals do not travel in the contact CSV: export them separately and load them under Deals → Import (title, pipeline, stage, value, currency). Stage history cannot be moved: a deal starts in the stage it had at import.
• Correspondence: connect your mailbox, and incoming mail files itself from then on. Old mail stays in the old system.
• Invoices stay in the system that issued them; your Számlázz.hu or Billingo account is unchanged, you simply issue from here from now on.

Questions