Compozz

If you're starting with Compozz and previously used another tool to manage your data, you're probably looking for a way to transfer them from one tool to another. Of course, we wouldn't let you spend hours filling everything in by hand!

Before importing your data into Compozz, there's one step you can't skip: creating your data models. If you haven't done this yet, our article "Create your data model in a few clicks!" guides you step by step. Once that's done, we can tackle the data.

We've taken one of our existing models, composed of several objects. We'll start by filling in the Collaborator object, which isn't linked to another object, to familiarize ourselves with data import.

We've created the 4 fields that make up our object. Now we need to create a .csv file containing 4 columns. They should have the same names as the fields in Compozz:

Good to know!

The field names in your .csv must exactly match those in Compozz
Separate the columns in your .csv with commas or semicolons
If your "text" data contains commas or semicolons, enclose them in quotation marks
Numeric data doesn't require any formatting in your .csv. The formatting defined in Compozz will be automatically applied during import. Commas and periods are considered decimal separators.
Correct formats: 12345.67 or 12345,67
Incorrect formats: 12.345,67 or 12,345.67 or 12 357,67
Dates must be entered in ISO format yyyy-mm-dd. During file import, the date field formatting in Compozz will be applied
Checkbox fields should be configured in the .csv file as follows:
checked = true
unchecked = false
If you haven't defined the options for "choice" fields in Compozz, the data will still be imported, and you can define the options later

Once your table is exported in .csv format, return to Compozz and click the button at the top right of the object configuration page.

The first import is done! But depending on your data models, you'll also need to link certain objects. In ours, the Companies object is linked to the Contacts and Collaborator objects. The Contacts object is also linked to the Companies object.

The Salesperson field is a link to the Collaborator object, specifically to the First Name field of that object.

The First Name, Contact Last Name, Email, and Phone fields are links to the Contacts object. They respectively take the First Name, Last Name, Email, and Phone fields from that object. They are all linked by the same relationship, which means that when one of these fields is filled and the link between the two objects is established, the other three fields will be automatically filled.

In our .csv file, we'll fill the Salesperson column with the first names of the collaborators we want to link to each company.

If you have multiple salespeople with the same first names in Compozz, a link will be made during import, but not necessarily the correct one. Try as much as possible to establish links between objects with specific data.

To fill the First Name, Contact Last Name, Email, and Phone columns, we only fill the Email field in our .csv file, which is unique to each contact. The other 3 fields will be automatically filled.

For now, the Email field isn't filled, and that's normal since we haven't yet imported the data for the Contacts object. That's our next step.

As before, we ensure the field names in the .csv file match. The Company and Salesperson fields are linked to the Companies object by the same relationship, so we can fill in just one of the two fields.

We import the file, and the data for the Contacts object has been successfully imported. Since the companies are already created, the link could be made between the two objects. As expected, the first name of the salesperson linked to each company is automatically filled.

We can now return to the Companies object and see that all fields are properly filled!

You now know everything about importing data into Compozz; it's your turn to try! And if you encounter any difficulties, feel free to contact us.

Import your data into Compozz