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.
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.
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.
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.