Getting started on systems can be slow, but we have given our users super-powerful tools to allow them to do mass imports quickly and easily. The main two use cases for this are;
New BriteBiz users: who need to upload information from Excel sheets or from another CRM management system. Not all new users, such as startup companies, will want to do a mass import.
Day-to-day management of your business: you may want to mass import a database of companies and contacts or a list of new inquiries from a trade fair.
This guide provides an overview of how to use the Brite Upload feature to import data into the system. It covers the necessary steps to format your files and complete the upload process successfully.
What is the Brite Upload feature?
Brite Upload is a tool designed to streamline the way you bring data into the platform. Instead of manual entry, you can use these tools to import large volumes of information quickly and accurately using standardized templates.
💡 Action Steps
Locate the Brite Upload module
Select the data category for import
How do I download the correct import template?
To ensure your data is mapped correctly, you need to download the provided template. Click on the template download button to get an Excel or CSV file that contains all the required headers for your specific data type.
💡 Action Steps
Click the Download Template button
Open the file in Excel or a similar spreadsheet tool
How should I format the data for upload?
When you are filling out your spreadsheet, make sure you don't change any of the header names in the first row. Input your data into the corresponding columns and ensure that mandatory fields, marked with an asterisk or highlighted, are completely filled out.
💡 Action Steps
Enter data into the spreadsheet columns
Verify all mandatory fields are populated
Keep header names exactly as they appear in the template
How do I upload the completed file?
Once your file is ready and saved, return to the Brite Upload interface. You can either drag and drop your file into the upload zone or click to browse your computer folders and select the file you want to process.
💡 Action Steps
Save your completed spreadsheet
Drag and drop the file into the upload zone
Click the Upload button to start the process
How can I check for errors in my upload?
After the file is uploaded, the system will perform a validation check. If there are any issues with the data, such as incorrect formatting or missing fields, you will see an error report detailing exactly which rows and columns need to be fixed.
💡 Action Steps
Review the validation summary
Check the error report if the upload status shows errors
Identify specific rows that failed validation
How do I fix errors and re-upload?
If you encounter errors, go back to your original spreadsheet and make the necessary corrections based on the error report. Save the file again and re-upload it to the system. The platform will ignore duplicates and only process the corrected data.
💡 Action Steps
Correct the data in your local file
Save the updated file
Repeat the upload process
What happens after a successful upload?
When the validation is successful, you will see a confirmation message. You can then click to finish or commit the upload, which will officially move the data from the staging area into your main database.
💡 Action Steps
Verify the successful validation message
Click Submit or Commit to finalize the import
Check your records to ensure data is visible
FAQ's
1. What Type Of File Can I Upload?
You must upload in a .csv file. You can use one of the templates we provide in the system or you can use your own Excel sheet or database that is output from a previous CRM system. You just need to map the columns from the file to the fields in your BriteBiz!
2. What Formats Can I Upload
Inquires & Contacts (one combined file)
Bookings & Contacts (one combined file)
Inquiries - by themselves (where you match against contacts already in the system)
Bookings - by themselves (where you match against contacts already in the system)
Companies - by themselves
Contacts - by themselves (and you can associate them against a company already set up in the system.
3. Do we provide a data upload service?
Generally, users upload their own data. If you would like our support team to upload your data files, we do provide this service for an Additional Fee. The fee will depend on the number of files and the degree of cleanup that needs to be done in the files. Please contact support for a quotation.
4. How to break First Name/Last Name from one column to two separate columns in Excel.
I have an output file from another CRM system and First Name and Last Name are contained within the one cell.
5. What are the required fields in an upload?
The following fields are required fields when doing imports for inquiries, bookings, companies and contacts.
Inquiries: Name, Type, Stage and Owner
Booking: Name, Type, Stage, Start/End Date, Owner
Contacts: First name, Last Name and Type
Companies: Company Name
You will be able to set a default for most of these fields.