Importing deals to Outseta fast
We recently decided to use the deals feature in Outseta (our CRM here at crul) to manage our customer interview lifecycle. We found crul to be perfect tool to get our data into the import format expected by Outseta in less than 5 minutes.
Setting the stage
The first step was to create a "Pipeline" in Outseta, which we named
Interviews, and added the following stages;
We had a Google sheet containing an export of all user downloads (from Outseta) where we kept track of if we had contacted a user, the contact date, any notes, and few other columns.
Loading our users.csv into crul
To load our exported Google sheet (as a csv) into crul, we needed to use the cellar. Once files have been loaded into the cellar, they can be
thawed into the query pipeline, and we can run other commands to process the data.
Transforming our data into an importable file
The Outseta deals import structure (for our purposes) relies on 4 main columns;
Contacts. For the most part, we just need crul to help us rename a few columns, add a
Uid column, and do a little filtering. With crul, we can get this done in just a minute!
Just do this in sheets?
The idea of generating a random
Uid column and having to possibly iterate on our import file to match Outseta's requirements made crul seem like an easier flow for us.
thaw users --guid
|| rename 'Contact Date' cd
|| filter "cd == /08.*/"
|| addcolumn Name "$First Name$ $Last Name$"
|| table Email _guid Name
|| addcolumn "Stage Name" Contact
|| rename Email Contacts
|| rename _guid Uid
|| slice Uid 0 9
This query has multiple stages, but is relatively straightforward.
The first stage will
thaw the results from our uploaded
users.csv and add a
guid to each row using the
The filter expression for this query is just looking for a regex pattern. In our original csv, any contacted user will have a date starting with
08 in the
Contact Date (now
cd) column, so our filter will only include rows whose
cd column starts with that value.
Exporting our file
Once our results look as desired, we can simply export them to csv from our results page!
Uploading to Outseta
We can now upload this deals file to our Outseta Pipeline!
Just like that we've moved our internal spreadsheet of contacts and interviews to our centralized CRM, where we can better manage follow-ups and more!
Pretty cool no? Need to run some custom code? No problem, check out the
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