What's New? Data Import Tool

Introducing Hylark’s Data Import Tool

Our Hylark Architects have been hard at work, and we’re excited to introduce the first release of Hylark’s data import tool.

Perfect for you, this new feature offers a quick CRM import, enables you to move your business onto Hylark, and helps manage projects efficiently. We designed this tool to streamline your data management and ensure a smooth transition onto Hylark’s platform. Whether you work with extensive spreadsheets or large CSV files, our data import tool simplifies the process, making it easier than ever to organize and view your data.

To try it out, log in to your Hylark base, open the navigation, and select “Data.” Keep reading for a step-by-step guide on using the data import tool.

Free CRM for Small and Medium-Sized Businesses (SMEs)

For SMEs looking for a free CRM tool, with Hylark’s data import tool, you can quickly import your CRM data and seamlessly move your business onto our platform. We designed our tool with small and medium-sized businesses in mind, allowing you to manage your projects effortlessly and at no cost.

Enjoy 100% functionality with no hidden fees. Hylark’s CRM solution is perfect for SMEs, combining user-friendly features with project management capabilities.

How to use Hylark’s Data Import Tool

Step 1:

You’ll find the data import tool conveniently located under a base’s navigation. Select “data” to begin the process.

Once you’re there, our intuitive guide will walk you through the entire process ensuring that you understand each step clearly. We’ve made sure that importing data is as simple as possible.

A screenshot of the "Import data" section in the Hylark app. The screen guides users through importing data, featuring the following steps:

Select a blueprint: A dropdown menu to choose a blueprint.
Import name: A field to enter a name or identifier for the import.
Upload your file: Options to drag and drop a document or browse files for .csv, .xlsx, or .xls formats.
Map columns: Instructions to map file columns to Hylark fields.
Check data: A prompt to review the data before importing.
A green "Import" button is at the bottom. A note at the top highlights that the import tool is in beta and invites feedback via email. The left sidebar includes navigation icons and the "Import tool" and "Previous imports" options. The design features a clean layout with a pastel color scheme, primarily in shades of green and purple.

Step 2:

After you upload your file, you’ll have the opportunity to map your columns to Hylark fields. This aligns your data perfectly and makes it ready for use within our platform. If you get stuck, simply click the helpful guide button circled in green in our image.

A screenshot of the "Map the columns in your file to Hylark fields" section in the Hylark app. It shows a table for mapping imported data columns to Hylark fields with three columns:

Column name: Lists data fields like "Name," "Rank," "Birthday," "Titles," "Tour," and "Country."
Extracted data examples: Displays sample data for each field, such as "Novak Djokovic," "Carlos Alcaraz," and "Coco Gauff" for "Name," and "2" and "3" for "Rank."
Hylark field: Dropdown menus to select corresponding Hylark fields or create new ones. Options like "Full name," "Birthday," and "Country" are pre-selected.
A highlighted box at the top provides a link for troubleshooting and preparation guidance. The design features a clean layout with pastel green and purple accents.

Step 3:

Before you finalize the import, you can preview your data and check for any potential errors. We designed this feature to give you peace of mind, ensuring your data is accurate and ready to go.

A screenshot of the final step in the Hylark app's data import process. It shows a summary of data to be imported with the heading "Check over the data you're about to import. Does this look right?" and the subheading "Importing 'Players'".

Unmapped columns: Indicates that "Rank," "Titles," and "Tour" columns were not mapped to Hylark fields and will not be included in the import.
Data preview: Displays data for "Full name," "Birthday," and "Country" fields. For example:
Novak Djokovic: Birthday value "Dawn of time" with an error message indicating it is not a valid date, and country "Serbia".
Carlos Alcaraz: Birthday "May 5, 2003" and country "Spain".
Coco Gauff: United States.
Arena Sabalenka: Data not fully shown.
A green "Import" button at the bottom prompts to proceed with the data import. The design features a clean layout with pastel green and purple accents.

Step 4:

We understand that sometimes you might need to make changes after an import. That’s why we’ve included access to your import history and options for canceling or reverting changes. Flexibility is key, and we’ve got you covered.

A screenshot of the "Previous and active imports" section in the Hylark app. It lists completed data imports, each with a status, file name, import start and completion times, and user (Pika) who performed the import. The imports listed are:

Tennis 4: Tennis players.xlsx, completed on July 4, 2024, at 10:30 AM.
Tennis 3: Tennis players.xlsx, completed on July 4, 2024, at 10:27 AM.
Players 2: Tennis players.csv, completed on July 4, 2024, at 10:14 AM.
Players 1: Tennis players.csv, completed on July 4, 2024, at 9:57 AM.
Each entry includes a "Revert" button to undo the import. The design features a clean layout with pastel green and purple accents.

Stay Tuned for More!

This is just the beginning. Our Hylark Architects are constantly working on new features and improvements to enhance your Hylark experience. Keep an eye out for more updates and exciting news coming your way.

We can’t wait for you to start using the new Import Tool.

Happy importing!

What’s New? Data Import Tool