The Data Imports Module in MokoCRM provides tools to upload and map structured data (CSV, Excel) into core modules such as third parties, products, invoices, and more. It simplifies onboarding, migration, and bulk updates by guiding users through step-by-step import workflows with validation and error handling.
The Data Imports Module in MokoCRM provides tools to upload and map structured data (CSV, Excel) into core modules such as third parties, products, invoices, and more. It simplifies onboarding, migration, and bulk updates by guiding users through step-by-step import workflows with validation and error handling.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Imports - Click Activate
- Go to Tools → Imports to begin using the module
📥 Supported Modules for Import
- Third Parties (customers, vendors)
- Contacts
- Products and Services
- Invoices and Orders
- Projects and Tasks
- Bank Transactions
- Members, Donations, Salaries (if respective modules are active)
📑 Import Process
- Go to Tools → Imports
- Select the target module
- Upload a CSV or Excel (.xlsx) file
- Map columns from your file to MokoCRM fields
- Preview the data and resolve any errors
- Click Import to finalize
📋 Field Mapping and Validation
- Supports automatic field recognition by column title
- Allows manual mapping of columns to fields
- Displays validation errors such as missing required fields or format issues
- Preview up to 10 records before completing the import
📊 Post-Import Options
- Imported records appear immediately in their respective modules
- Use filters or tags to group imported entries for batch editing or review
- Assign ownership, categories, or tags during or after import
📌 Best Practices
- Clean and validate data in Excel before import
- Use UTF-8 encoding for CSV files to avoid character issues
- Back up your database before performing large imports
- Test on a small sample before importing complete datasets
- Keep consistent field naming and column headers to improve mapping