Add Entity Records

Custom Objects can be paired with Custom Fields to track all the most important pieces of data. Individual Custom Objects are called Entities. Entities could be sales opportunities, projects, clients, or something else. 

Records can be added to Kizen in three ways:

1. Add an entity record manually
2. Quick add a record
3. Mass upload records through a .CSV file

Add an Entity Record Manually

Records can be added manually, one at a time, using these steps:

1. Select Data from the top menu bar.
2. Click Custom Objects.
3. Click the Custom Object to add records for.

4. Click New.

5. Complete the required fields.
6. Click Save. 

Quick Add a Record

Basic details on record can be added from the All Records page, using these steps:

1. Select Data from the top menu bar.
2. Click Custom Objects and select the Custom Object to add records for.
3. To the left of the All Contacts table, click + Quick Add. 

4. Enter the record information.
5. Click the ✓ to save each data point. 

Mass Upload Records through a .CSV File 

Large groups of records can be uploaded through .CSV Files, using these steps:

1. Select Data from the top menu bar.
2. Click Custom Objects.
3. Click the V next to New
4. Select Upload Records

5. Select your .CSV file from your computer
   1. Note: It is recommended to download the Kizen provided template, add in the record information, and use this file to upload the records. 
6. Match Records to confirm the Kizen Field is associated with the correct .CSV Field (column on your table). This will ensure the data is uploaded into the correct field.
   1. Note: It is recommended to download the Kizen provided template, add in the record information, and use this file to upload the records. 
7. Finalize Upload to confirm the records are uploading to the correct fields. 
8. Click Upload.

  Hint

Use the Match Records section of the upload record process to control which data points are included in the upload. 

• CSV Field: the Don't Upload option will not upload this field into Kizen
• Conflict Resolution:
  • Only Update Blank: If a matching record name exists in Kizen today, only records that have this field blank in Kizen today will be updated.
  • Overwrite Fields: If a matching record name exists in Kizen today, the information in this field will be changed to what is included in your .CSV file.