Overview

Scalendo enables bulk data entry through CSV imports, allowing users to create or update contacts and opportunities while mapping fields and monitoring progress.

Prerequisites

• Admin access required for import capability
• CSV format (.csv) mandatory
• File size under 30MB (split larger files)
• Single sheet/tab only
• Header row required with at least one matching system field

Common Mistakes to Avoid

• Mismatched column headers
• Missing required fields (Name, Email, or Phone)
• Special characters in phone numbers
• Duplicate records within the CSV file

Import Process Steps

1. Access Import Feature

• Via Contacts Tab: Navigate to Smart Lists, click Import Contacts button
• Via Opportunities Tab: Click Import button in top-right corner

2. Choose Import Type

Select: Contacts, Opportunities, or Both

3. Upload File