Importing Data into Amwork

How to Import Contacts, Deals, and Related Records into Amwork

To import data, first download the import template in .xlsx format. Click the settings icon in the top-right corner and select “Import”.

Understanding the Template Structure

The first row of the template lists all the fields for each entity/record type (Contact, Company, Lead/Deal, Project) linked to a specific section. The format follows this structure:
Deal/Board {{13022001/Board}} – The content inside {{ }} represents system information and should not be modified.

Steps to Fill Out the Template

1. Board Column (Deal//Board {{*/Board}}) – Specify the pipeline/board name where the data should be imported.

   • If left blank, entities will be created in the first pipeline/board by default.

2. Stage Column (Deal//Stage {{*/Stage}}) – Specify the stage in the pipeline/board where entities should be imported.

   • If left blank, entities will be created in the first stage by default.

3. Name Column – Enter the name of the entity/record.

   • If left blank, a system-generated name will be assigned.

4. Owner Column – Specify the user name that matches the Amwork system name of the person who will be assigned as the entity owner.

   • If left blank, the entity will be assigned to the user performing the import.

5. Other Columns – These correspond to the fields created within the entity/record.

   • Ensure that cell formats in .xlsx (or Google Sheets) match the data types of the fields in Amwork.
   • If any field types are modified in Amwork, download a new template, as field codes will change, making the old template outdated.

6. Multi-Value Fields – For fields that accept multiple values, separate each value using ”;” or ”,”. 

   Importing Related Entities

   If an entity/record has linked entities, their data will also be included in the template, formatted as:
   1//Contact/Email {{13022002/42022002}}

   • The number “1” acts as a key to link records.
   • All entities with the same key will be linked to each other.

   To add multiple linked entities of the same type (e.g., multiple contacts or deals/projects), create new columns in the template and assign them a new key (e.g., “2”, “3”, etc.).

   Example:

   • 2//Client Contact//Name {{13022002/Name}}
   • 2//Contact/Email {{13022002/42022002}}
   • 3//Client Contact//Name {{13022002/Name}}
   • 3//Contact/Email {{13022002/42022002}}

   Following this structure allows you to import multiple related records efficiently.