Importing and exporting

Owned by Nigel Rochford (Unlicensed)
Last updated: Oct 01, 2024 by Victor Lee
4 min read

Crumbs is being retired on 31 December 2024. Read the announcement here

To import and export customers, you must be a Crumbs Manager. See Permissions.

 You can also use the Crumbs REST API if you wish to programmatically import and export data.

Importing

You can import customers in Crumbs using the home page. 

In the main navigation bar, click the Apps menu and choose Crumbs and then click the Import button at the top right of the page ().

In the resulting dialog, click 'Choose File' to select your input file. This opens a file browsing dialog enabling you to select your input file from a location on your computer or network.

Crumbs expects a CSV (comma-separated values) file. CSV is a common, simple file format containing records divided into comma-separated fields. In this case, each record in the file represents a customer, while each field captures information about it.

Crumbs expected an input file with the following fields.

  • Name*

  • Website

  • Description

  • Main Contact E-Mail

  • Address

  • City

  • Region / State

  • Post / Zip Code

  • Country

  • Additional fields

  • Required

For fields that are edited in Crumbs using drop-down lists, we have included the complete list of the default options below:

If you provide a value that isn't in one of the above lists, Crumbs will simply add it to the list of available options.

For fields that allow multi-line text, you should place double-quote characters around the field value so that reserved characters can be imported (e.g. commas, double quotes, newlines). If the field itself contains double-quote characters, you should prefix them with a backslash (e.g. "this is the \"field\" value").

If there is an Atlassian user account with a matching email address in the CSV file, this user will be set as the main contact for the customer.

Example CSV file
Name,Website,Description,Main Contact E-Mail,Address,City,Post / Zip Code,Region / State,Country APPLE,www.apple.com,"Apple Inc. is an American multinational technology company headquartered in Cupertino, California, that designs, develops, and sells consumer electronics, computer software, and online services. It is considered one of the Big Four technology companies, alongside Amazon, Google, and Microsoft.",Contactus@apple.com,"123, apple street",San Francisco,E16 1SP,California,US SAMSUNG,www.samsung.com,"Samsung, South Korean company that is one of the world's largest producers of electronic devices. Samsung specializes in the production of a wide variety of consumer and industry electronics, including appliances, digital media devices, semiconductors, memory chips, and integrated systems.",Contactus@Samsung.com,"876,samsung street",Seoul,S12 1RX,Sudogwon,Korea Huawei,www.Huawei.com,"Founded in 1987, Huawei is a leading global provider of information and communications technology (ICT) infrastructure and smart devices. We are committed to bringing digital to every person, home and organization for a fully connected, intelligent world.",contactus@huawei.com,"267,huawei street",Shenzhen,S65 12SA,Guangdong.,China Motorola,www.Motorola.com,"Motorola, Inc. was an American multinational telecommunications company founded on September 25, 1928, based in Schaumburg, Illinois. After having lost $4.3 billion from 2007 to 2009, the company was divided into two independent public companies, Motorola Mobility and Motorola Solutions on January 4, 2011. Motorola Solutions is generally considered to be the direct successor to Motorola, as the reorganization was structured with Motorola Mobility being spun off. Motorola Mobility was sold to Google in 2012, and acquired by Lenovo in 2014.",contactus@Motorola.com,678 Motorola street,San Francisco,X23 1DF,California,US Lenovo,www.Lenovo.com,"Lenovo Group Limited, often shortened to Lenovo, is a Chinese multinational technology company with headquarters in Beijing. The company designs, develops, manufactures, and sells personal computers, tablet computers, smartphones, workstations, servers, electronic storage devices, IT management software, and smart televisions. Lenovo is the world's largest personal computer vendor by unit sales, as of March 2019. It markets the ThinkPad and ThinkBook business lines of notebook computers; IdeaPad, Yoga, and Legion consumer lines of notebook laptops; and the IdeaCentre and ThinkCentre lines of desktops.",contactus@Lenovo.com,876 Lenovo street,Seoul,h6 7hg,Sudogwon,Korea

Bulk updating customers

You can use the CSV import feature to bulk update your existing customers in Crumbs.

If your CSV file contains a record that shares the same name as an existing customer, the existing customer will be re-imported using the values in the CSV file (in other words, the existing values will be overwritten).

Importing additional fields

If you have created your own fields, you can import this information using CSV import.

However:

  • only fields that already exist are imported

  • for closed-set fields (e.g. select list), only values that already exist are imported

If your CSV file contains new fields or closed-set values, you should create them first in Crumbs.

Exporting

You can export customers from Crumbs using the home page. 

In the main navigation bar, click the Apps menu and choose Crumbs and then click the Export button at the top right of the page (). Your resulting export is saved to a CSV file.