Data Management
Can I set up a recurring data backup for my Bigin account?
Bigin does not have a recurring data backup option yet. However, you can purchase a one-time data backup at $5/unit at frequent intervals. The backup will include the records in a module, related records and the attachments. To download the data ...
What are the file formats supported for importing records?
The supported formats are Excel (XLS, XLSX), Comma Separated Value (CSV), Business Card or vCard Format (VCF).
What is included in the 1GB storage limit?
The 1GB storage limit includes files uploaded to records or sent as email attachments in your organization's Bigin account. You can purchase additional file storage. Refer to this page for the latest pricing information.
How to import contacts into Bigin?
You can import your contacts from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters. Note: You must import the Companies into Bigin first so that you can map the imported ...
How to import deals into Bigin?
You can import your deals from a spreadsheet, CSV file, or VCF file. Refer to the checklist here to ensure your import file meets all the required parameters. A deal is created with a contact or company. So, before you import deals, ensure that the ...
How to import Tasks into Bigin?
Tasks are always associated with a contact, company, or deal. So the tasks that you import must be associated with records in one or more of these parent modules (Contacts, Companies, and Deals). Before importing, ensure the import file contains ...
What are unique reference fields?
Unique fields help Bigin identify the parent record of the record that is being imported. For example, the Contact Name field in the Deals module identifies the record in the Contacts module that the deal is associated with. A list of standard ...
Why can't I find the Import option in my Bigin account?
The Import permission must be enabled for your profile for you to import records. If you do not have this permission, the Import option will not be visible in your account. To enable the Import permission Log in to Bigin with an Administrator ...
Why wasn't the Company Name field added when I imported contacts?
The Company Name field will only be added to contacts if a record for that company already exists in the Companies module. Data in Bigin is organized into modules. When importing data into your Bigin account, we recommend that you import them in ...
How can I download specific contacts?
You can export just the contacts that you want to download. Ensure you have the Export permission enabled for your profile. To download a specific contact Go to the Contacts module. Select the contact you want to download. Click the more icon and ...