When importing your data into Streak, you will first want to consider how you would like your data to be represented in your Pipelines after the import.
Prepare Your Pipeline
You will want to take this opportunity to customize your Pipeline to accommodate your external data before running your import.
The minimum amount of information needed to import your file will be a Box "Name" but you can add as many Custom Columns to your Pipeline as you need! For example, if you would like to import your customer's region, you can add a new Free Form Column to your Pipeline and title it "Region".
Note: Your Google Sheet must have a "Name" column with the data filled out for each row you wish to import. This column is the anchor for all Streak Box data so it's arguably the most important column. A best practice is to use a unique name for each Box.
Good examples: email address, first and last name, or company name.
Be sure to also consider the different Column types to find the best fit for your data. You may need to add a Date Column instead of a Free Form Column, for example, depending on the data you're about to import.
Install the Streak Importer Add-on for Google Sheets
After you have structured your Pipeline in the Streak extension, you're ready to work in your Google Sheets. The Streak Importer Add-on for Google Sheets can be installed for free directly from the Chrome Web Store by clicking the Install button. After the add-on has been installed, the Streak CRM Importer tool can be found in the Add-ons dropdown menu of your Google Sheets.
Launch the Streak Add-on to Import Your Data
Now it's time to import your data into the Pipeline! From the Add-ons dropdown menu from within your Google Sheet, simply select Start Importing and Streak will guide you through the required steps.
1. Add your data to Sheets- Get started by adding the data you want to import into the sheet. You can copy & paste data in, upload a CSV, or manually enter data right into this sheet.
2. Choose Your Pipeline- Choose the Streak Pipeline you would like to import into.
3. Choose Your Box Columns- Map your Pipeline Columns to your Google Sheets Columns.
Tip: It might be easiest to match up your Google Sheet's column names exactly with your Pipeline's column names:
If you don't want to edit your Google Sheet's column names, make a copy of the original Sheet, then change the column names, and import from the copy.
4. Choose Your Contact Columns- Streak can create Contacts from your Sheet and automatically link them to the Boxes created during import. Map your Contact fields to your Google Sheets Columns or select to skip this step.
5. Choose Your Organization Columns- Streak can also create Organizations during import. Map your Organization fields to your Google Sheets Columns or select to skip this step.
6. Confirm the Advanced Importing Options such as "Ignore header" row or "Create missing field options".
Tip: If you are importing data into an existing Dropdown or Tag column in your pipeline, selecting the "Create missing field options" box will automatically create Dropdown/Tag choices for your column if they do not already exist.
7. Then, you'll get a Summary of the file with any errors highlighted and the number of boxes to be created on import (up to 5,000 boxes can be created per import).
8. If everything looks good, then you can confirm by clicking Start Import or Cancel if you'd like to abandon the import.
You're done! You can now review the data that has been imported into your Pipeline back from within your Gmail.
Importing Multiple Contacts from Sheets to a Pipeline
If you want to import multiple contacts all at once, the easiest way is to add each contact on a different row in the Google Sheet. This is true even if you have multiple contacts that you'd like to import to the same box.
Be sure to have a "Name" column in your Google Sheet that will match with your Pipeline's "Name" column which represents the box name. The Importer will see that there's multiple lines with the same box "Name" and know to combine this data together (more on this below).
If the Sheet has multiple email addresses on the same row in the same column, the Import tool will only import the first email address listed in the column.
Here's an example:
Next, when going through the steps in the Import tool, be sure to select "Update existing box with new data" in step #6. This will ensure the multiple rows in your Sheet with the same box name in the "Name" column will be added to existing boxes (i.e. combined with other rows with the same "Name"):
After running the Import, you can see how the Pipeline looks. The data for the "Test #1" box was structured correctly with email addresses on each row in the Google Sheet. The multiple contacts for that box are now inside the one box in the pipeline.
Because the data was incorrectly structured in the Google Sheet for box "Test #2", the Import tool only imported one email address to the "Contacts and Organizations" section and ignored the other email: