Omnisnia CRM Docs / Import, Export & Dedupe

Import, Export & Dedupe

Omnisnia can bulk-load your data from CSV files, export it back out to CSV, find duplicate clients, and merge them together while preserving history. This is how you get data in and out and keep it clean.

Importing from CSV

You can import clients, leads, and deals from a CSV file. Import brings many records in at once, so you can migrate from a spreadsheet or another system.

Tolerant headers

You do not have to match Omnisnia’s column names exactly. Import reads your CSV headers tolerantly, so common variations of a column name are recognized and mapped to the right field. Include a header row and put one record per line.

Per-row results

Import processes your file row by row and reports the result of each one. That means if a few rows have problems, the good rows are still imported and you get a clear, per-row account of what succeeded and what did not — so you can fix just the rows that failed and re-import them.

Running an import

Choose the record type you are importing (clients, leads, or deals), provide your CSV file, and run the import. Every record is created in your current organization .

Exporting to CSV

You can export your clients, leads, and deals to CSV. Export downloads the records from your current organization as a CSV file you can open in a spreadsheet, archive, or load elsewhere.

Finding duplicate clients

Over time, duplicate clients creep in — the same account entered twice, or imported alongside an existing record. Omnisnia’s duplicate detection for clients finds likely duplicates so you can clean them up.

Run duplicate detection for clients to get a list of records that appear to be the same account. Review the candidates before acting on them.

Merging duplicates

When you have confirmed two client records are the same account, merge them. Merging combines them into one:

  • You choose a surviving record (the one to keep) and the duplicate (the one to fold in).
  • The duplicate is merged into the survivor, and the duplicate record is removed.
  • History is preserved. The duplicate’s history — its activity timeline and related records — moves onto the surviving record, so nothing is lost in the merge.

Because merging keeps history, it is the right way to resolve two records for the same client — preferable to deleting one, which would discard its history. See Clients & Contacts .

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