This guide explains how to bring your real-world relationships into Tribe so your CRM becomes a working, living system. It shows you how to add data manually or import it in bulk, depending on what suits your situation best. You might use this step when setting up Tribe for the first time or migrating from another system. By following this guide, you will create a reliable database that supports daily work from the start.
Table of Contents
Background And Context
What Does This Step Do?
Step By Step Instructions
Tips And Best Practices
Quick Summary
Background And Context
Once your structure and team are in place, your CRM is ready to be filled with real information. This is the moment when Tribe changes from a framework into a practical tool for everyday use. A well-populated database gives your team the confidence to rely on the system.
What Does This Step Do?
This step helps you add your existing relationships to Tribe, either one by one or through a bulk import. It ensures your data is accurate, structured, and ready for daily use. The quality of this step directly affects how useful your CRM will be going forward.
Step By Step Instructions
1. Manually add relationships
Enter your relationships one by one to create a clean, accurate database. Doing it manually helps you start fresh, divide work into manageable pieces, and get everyone familiar with the system simultaneously. You can read some support articles to learn more about creating relations:
2. Import relationships
If your existing data is clean and well-structured, you can upload it in bulk to save time. Just remember accuracy is key—the quality of your CRM depends on the quality of the data you put in. If you need additional resources for important data, review these support articles:
Tips And Best Practices
Start with essential data only.
Avoid importing outdated or irrelevant information.
Divide manual entry across your team if needed.
Review your data after adding it.
Quick Summary
Populating your database brings your CRM to life. You can add relationships manually or import them in bulk, depending on your needs. By completing this step, you create a reliable foundation for daily work in Tribe.
You are almost done setting up the relationship module! The last step in our process you need to complete is planning on how to make Tribe part of your team's daily work.