How to Import Data in Krayin CRM Using the Data Transfer

Updated 1 August 2025

The Data Transfer feature in Krayin CRM helps you import bulk records — such as Leads, Products, and Persons using a simple .csv file. This is useful when you’re migrating data from another CRM or updating a large number of records at once.

Step-by-Step Guide: How to Import Data in Krayin CRM Using the Data Transfer

Step 1: Redirect to Data Transfer from the Krayin admin panel.

Login to your Krayin CRM admin panel and navigate to:

Settings → Data Transfer

Krayin CRM Data Transfer

After clicking on Data Transfer, you will be redirected to the Imports page. Here, click on the Create Import button to begin the import process.

Krayin CRM Data Transfer

Step 2: Fill the Create Import Form

After clicking the Create Import button, you will see the import form as shown below:

Krayin CRM Data Transfer

Below is a detailed breakdown of all the fields available in the Create Import form. Each field plays a specific role in helping Krayin understand what and how to import:

Type: Select what kind of data you’re importing — Persons, Leads, or Products.
Download Sample: Downloads a ready-made CSV file template based on the selected type.
File: Upload your CSV file that follows the sample structure.
Action: Choose to either create new records, update existing ones, or do both.
Validation Strategy: Decide whether the import should stop or skip errors during processing.
Allowed Errors: Define how many errors can occur before the import fails (default: 10).
Field Separator: Set the character used to separate fields in your CSV (usually a comma).
Process in Queue: Enable to import large files in the background without blocking your session.

Once all fields are filled correctly and the file is uploaded, click Save Import to proceed with validation and final import execution.

Step 3: Validate the Data

Click on Validate Data

Krayin CRM Data Transfer

Step 4: Import the Data

After successful validation, click on Import to begin the actual import process. The system will begin processing the records as per your configuration.

Krayin CRM Data Transfer

Once the import is complete, Krayin displays a summary that includes:

Krayin CRM Data Transfer

Step 5: View Imported Data

After completing the import, the imported data will be visible in Krayin CRM under their respective sections such as Leads, Contacts, or Products.

You can now search, filter, or edit the imported records as needed to ensure everything was added correctly.

Best Practices & Notes

Hope this is helpful for you. If you have any issues, feel free to raise a ticket at https://webkul.uvdesk.com/en/.

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