Import & Data Migration in Shape Software

Importing & Data Migration in Shape Software

You can easily import external data into Shape. Import supports data in the comma delimited text format (.csv). Follow these steps before you start importing any data.

  1. Clean up the import file for accuracy and consistency. Although Shape has duplicate management rules, it is important to review your file’s data prior to import. This involves updating the data to remove duplicates, delete unnecessary information, correct spelling and other errors, and enforce naming conventions.

  2. Compare your data fields with the Shape fields you can import into, and verify that your data will be mapped into the appropriate Shape fields. You might need to fine-tune the mapping before starting the import.

In the top navigation, navigate to your settings pages. On the settings pages left-hand sidebar, click “Import.”

In the top navigation, navigate to your settings pages. On the settings pages left-hand sidebar, click “Import.”

You can also get to the import page by clicking the “Import” button in any of your list views

You can also get to the import page by clicking the “Import” button in any of your list views

Choose where you’d like to map your data to.

Choose where you’d like to map your data to.

Either click to select your CSV file or drag and drop a CSV file into the uploader.

Either click to select your CSV file or drag and drop a CSV file into the uploader.

After uploading your CSV file, below the upload area, a preview of your CSV file will populate. Your column name will show on the far left column, you will also have a data preview of of the first data row in your CSV file. The last column is a dropdown field to compare your data fields with the Shape fields you can import into. This column will be where you choose where to map the information to in Shape. This column shows Shape’s friendly names within the system. Match up your CSV data with Shape fields and press “Confirm” to begin the import. You can ignore fields you do not wish to import.

After uploading your CSV file, below the upload area, a preview of your CSV file will populate. Your column name will show on the far left column, you will also have a data preview of of the first data row in your CSV file. The last column is a dropdown field to compare your data fields with the Shape fields you can import into. This column will be where you choose where to map the information to in Shape. This column shows Shape’s friendly names within the system. Match up your CSV data with Shape fields and press “Confirm” to begin the import. You can ignore fields you do not wish to import.

When finished mapping your data to Shape fields, click on the “Confirm” button at the bottom. Depending on the size of your file, your import can take some time. When completed, you’ll get a popup notification letting you know the import has been completed.


Need More Help? Contact us at support@setshape.com