Welcome to Maple home page
Search...
⌘K
Introduction
Overview
Why Maple?
Who is Maple for?
How Maple Works
Getting Started
Subscriptions and Pricing
Billing Mechanisms
Invoicing and Payments
Contracts and CPQ
Reports and Analytics
Hosted Experiences
Integrations
Data Import and Migration
Data Import
Migrating to Maple
Security and Compliance
Blog
Book a Demo
App Dashboard
Welcome to Maple home page
Search...
⌘K
Blog
Book a Demo
App Dashboard
App Dashboard
Search...
Navigation
Data Import and Migration
Data Import
Introduction
API Reference
Introduction
API Reference
Data Import and Migration
Data Import
Maple also allows you to import
Customer
and
Event
data from other sources like CRMs.
To import data into Maple, your upload must be in CSV format.
Preparing Events Import
To import events, the Item ID associated with the event is required in the upload CSV. To get the Item ID,
Go to
Billables
>
Items
Copy the Item ID by clicking on the ID for the required item
Once copied, ensure your CSV has an Item ID (or equivalent column) and add the copied Item ID to the required rows
Importing Data
To import the required data,
Go to
Settings
>
Import
Click on the import button and select the category of you’re importing -
Customers
or
Events
Upload the required CSV file
Identify and select the header row in the uploaded document
Map the columns in the CSV uploaded document to the columns required for
Customers
and
Events
Included columns
not mapped to a destination column
(max. 20) will be saved as properties.
Click Submit to start your import
Depending on the amount of data being import, the import may take some time to complete. You will be notified over email once the import is complete.
Import Results
Once the import is complete, you can see the results listed on the import page
Click on the results to view which rows have been completed successfully, which are pending and which have failed
Addressing Import Failures
If some rows have failed, review the reason for the failure under the “Error” column
You can fix the data in either the original import file (keeping only the failures) or in the exported results
Re-upload the data after addressing the errors
Previous
Migrating to Maple
Next
On this page
Preparing Events Import
Importing Data
Import Results
Addressing Import Failures
Assistant
Responses are generated using AI and may contain mistakes.