When importing data into Streak using Google Sheets, the most common issue is data missing in necessary import cells (Box Names, emails for Contacts, URLs for Organizations etc.) Note that if information is missing in any of these columns when trying to import into Streak, you will get an error like this:
You will then need to either:
- Fill out that information, or
- Remove the row with that information before you continue importing, and add/import that information at another time
Importing Different Column Types
Streak also offers a variety of Column types to fit your data needs. However, some Column formats cannot be imported into. Here are a list of Column types and their import compatibility:
Free From Columns - these columns are perfect for import! For example, if you will be importing the Deal Size, for example, you will want to add a 'Free Form Column' to your Pipeline.
Date Columns - Date columns can be imported into, but must be formatted as a date in your import file.
Checkbox Columns - Checkbox columns can be imported into with values of either 'Checked' or 'Unchecked'.
Dropdown and Tag Columns - these columns can be imported into, but values in your import file that do not have matching options in the Pipeline will not be imported unless otherwise indicated in the 'Advanced Options' step of the import process (select the option to 'Create missing field options').
Assigned To - users who are shared on the Pipeline can be added to the Assigned To filed for import, but must be listed by their email address.
Magic Columns - these columns are automatically calculated from your Box content and cannot be imported into.
Formula Columns - these columns can only be edited in the pipeline and cannot be imported into.
Linked Boxes - these columns are populated when Boxes are linked at the Box level and cannot be imported into.