Importing Special Dates

Follow these steps to import your data into magenCRM:

💡 AI Tip: You can use AI tools to help organize and format your data before pasting it into the import template. Click here for more details.

Step 1 – Go to Contacts

From the left-hand menu, click on “Special Dates”

Step 2 – Open the Import Tool

In the top-right corner, click “Import.”

Step 3 – Download the Import Template

Click on “Download Import Template.”

⚠️ Important:
You must use this template file to upload your data.
Do not export existing data and use it as a base — always download the template from this section.

Step 4 – Fill in Your Data

Open the template and enter your data.

  • Carefully review the tooltips and column notes to ensure your data is formatted correctly.
  • Do not leave empty rows, as the system may interpret them as the end of your data.

💡 Automatic Calculations:

  • The system will automatically calculate the Next Occurrence Date.
  • If you enter the Gregorian date, the Jewish date will be calculated automatically — and vice versa.

Step 5 – Upload Your File

Once your file is ready:

  • Click “Select File”
  • Upload your completed template

Step 6 – Verify Your Data

After uploading, make sure all records were imported successfully.

Step 6 – Assign Related Contacts

You must manually assign the related contact for each record.

To do this:

  1. Open each Special Date record created through the import.
  2. Click Edit.
  3. Select the “Contact who relates to this event.”
  4. Save your changes.

This step ensures that each special date is properly linked to the correct contact.