Simply CRM identifies the presence of a field in your .csv file with the help of a delimiter. Two different delimiters namely: comma (,) and semicolon(;) are allowed in Simply CRM. You can separate fields with the help of either of the delimiters but not both. Every file contains delimiters behind the screens; they are not displayed on your excel file, but you can view them on notepad.

In the .csv file below, comma(,) is used as delimiter

For instance, the fields in .csv files are separated with commas(,). Simply CRM considers every word within commas(,) as fields. If you’ll have to use a delimiter, comma(,) or semicolon(;), in your import file, and do not want Simply CRM to consider it as two different fields, you need to enclose them in double quotes(“).

For instance, I need to have Google, India in Organization Name field. Also, I don’t want Simply CRM to consider them as two different fields. I will enclose it in double quotes. “Google, India”. Now Google, India is considered as a single field when they are imported.