You can import your existing Company and Contact records from a CSV file into Legrand CRM. Ensure the Excel file’s column headings match the format below.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/04/Map-to-field-to-column-headers.png)
How to Import Companies
Once you have the Excel file ready, go into Legrand CRM and click on the icon in the top left corner.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/04/Admin-settings.png)
Select Data > Import > Companies.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/05/Import-companies.png)
Select the blue folder icon to locate the Excel file and click ‘NEXT’.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/04/Upload-doc.png)
Legrand CRM automatically maps the file’s column headings to the CRM company fields. However, you can also manually map the column headings to Legrand CRM company fields.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/05/Field-mapping.png)
Select the ‘Target’ drop-down field and locate the matching Legrand CRM company field. Click ‘NEXT’ to proceed once you match all the fields.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/05/Map-company-fields.png)
When a Company Name + City or Company Name + State matches a record that already exists, you can skip the record or update the record. Click the drop-down field to select whether you want to prevent importing records with the same Company Name + City or Company Name + State.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/04/Select-matching-rule-for-company.png)
Once you select a matching rule, select ‘Skip the record’ or ‘Update the record’. Click ‘NEXT’ to proceed.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/04/Select-matching-rules.png)
Click ‘IMPORT’ to run the importing process.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/04/Import.png)
Legrand CRM provides a summary of the outcome once the import is complete.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/04/Import-companies-complete.png)
How to Import Contacts
In Legrand CRM, click on the icon in the top left corner.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/04/Admin-settings.png)
Select Data > Import > Contacts.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/05/Import-contacts.png)
Select the blue folder icon to locate the Excel file and click ‘NEXT’.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/05/Select-file.png)
Select the ‘Target’ drop-down field and map the Excel file’s column headings to Legrand CRM’s contact fields. Click ‘NEXT’ to proceed.
NOTE: When you import contacts, you need to match at least one company field.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/05/Contact-field-mapping.png)
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/05/Contact-field-matching.png)
Use the drop-down field to select the criteria for matching contact records. You can search for matching records with the same FirstName + LastName, FirstName + LastName + Email-1 or LastName + Email.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/05/Contact-matching-rule.png)
Use the drop-down field to select the criteria for matching company records. You can search for matching records with the same Company Name + City or Company Name + State.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/05/Company-matching-rule.png)
If a contact or company record already exists in your CRM, you can ‘Skip the record’ or ‘Update the record’ during the import process. Once you select your criteria, click ‘Next’.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/05/Matching-Rules.png)
Click ‘IMPORT’.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/05/Run-import-for-contacts.png)
Legrand CRM provides a summary of the event once the import is complete.
![](https://onpremisekb.onpressidium.com/wp-content/uploads/2022/05/Contact-import-summary.png)