⚠️ Theme5 // Blue Sheep only
The bulk upload links are found under the (+) button, found on the top right of most pages. Each data type has its own template and field documentation available within the app.
Interactive importing from Google Sheets (Alpha release)
Google Sheets is the Google version of Excel. It's cloud hosted and so allows multiple people to edit the same file at the same time. SheepCRM exploits this to import your data and write back comments. In a perfect world your data would import without a single issue. However in the real world data has mistakes and providing feedback on those mistakes was the biggest challenge with uploading CSV file.
The current Google Sheet loader has 'Alpha' status because the user interface is not yet simple enough. It does however unlock some useful functionality not available through other upload routes.
Setup
Clone our template
Copy your data into the template
Share your file with
sheepcrm-data-loader@sheepcrm.iam.gserviceaccount.com(this is our system account that will import and update your file)
Importing from a CSV file
CSV based imports and the associated functions are no longer supported. Please convert your CSV to an Google Sheet.