Data Transfer — Import Feature

---

Overview

The Import feature in Krayin CRM allows you to bulk upload data such as persons, products, or leads using a CSV file. This is especially useful for migrating from another system or batch-updating records.

---

Create Import

Step-1 Go to the admin panel of Krayin and click on
Settings >> Data Transfer >> Create Import.

---

General Configuration

Step-2 Under the General section:

• Type – Select the entity type you want to import (e.g., Persons, Product, etc.)
• Click on Download Sample to get a template CSV file with correct formatting.

---

Upload File

Step-3 Upload the CSV file you want to import:

• Click on Choose File
• Select your .csv file formatted per the sample

---

Settings

Step-4 Configure additional import settings:

• Action – Choose between Create, Update, or Create/Update
• Validation Strategy – Choose to Stop on Errors or Skip Errors
• Allowed Errors – Set the maximum allowed errors (default: 10)
• Field Separator – Typically , (comma)
• Process in Queue – Enable this to run import asynchronously

---

Validate Import

Step-5 Click on Validate Data to check the integrity of the uploaded file.

• You will see a summary like:
  • Total Rows Processed
  • Total Invalid Rows
  • Total Errors

✅ If the file passes validation, a message will appear:
“Your import is valid. Click on Import to start the import process.”

---

Perform Import

Step-6 Click Import to begin the actual data import process.

---

Summary

Once completed, you will see a summary report:

• Total Records Created
• Total Records Updated
• Total Records Deleted

---

Notes

• Always validate your CSV file using the sample provided.
• Use the Create/Update option for importing mixed datasets.
• If errors are found, an Error File will be available for download and review.

By following the above steps, you can seamlessly transfer and update large datasets in Krayin CRM.