Importing Data
Bring contacts, companies, and deals into your CRM from CSV files
You can upload a CSV file to add many records at once instead of typing them in one by one. This works for people, companies, and deals.
What You Can Import
| What | Where to Find It | Row Limit |
|---|---|---|
| People (Contacts) | CRM → People → Import People | 1,000 rows per file |
| Companies | CRM → Companies → Import Companies | 1,000 rows per file |
| Deals | CRM → Deals → Import Deals | 1,000 rows per file |
File Size
The maximum file size is 2 MB. If your file is bigger, split it into smaller batches.
The Import Process
Every import follows four steps. The progress bar at the top shows you where you are.
Step 1: Upload Your File
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Open the right CRM section, then click Import People, Import Companies, or Import Deals at the top right of the page.
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The import wizard opens.
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Click to browse for your CSV file, or drag it onto the upload area.
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Wait for the file to upload and parse.
Step 2: Map Your Columns
The system tries to match your CSV column headers to CRM fields automatically. You need to verify each mapping is correct.
For People imports, these fields are available:
| CRM Field | Required | Notes |
|---|---|---|
| Name | Yes | Can be mapped as "Full name" or split into "First name" + "Last name" |
| Job Title | No | |
| No | Used to detect duplicates | |
| Phone | No | |
| LinkedIn URL | No | |
| Twitter/X | No | |
| Facebook URL | No | |
| No | ||
| Street Address | No | |
| City | No | |
| State/Province | No | |
| Postal/Zip Code | No | |
| Country | No | |
| Tags (comma-separated) | No | Comma-separated list of tags |
| Company Name | No | Links to an existing company or creates a new one |
| Company Website/Domain | No | Used to match existing companies |
| Company fields | No | Employees, industry, company social URLs, and company address |
For Company imports, these fields are available:
| CRM Field | Required |
|---|---|
| Company Name | Yes |
| Description | No |
| Industry | No |
| Number of Employees | No |
| Website URLs (comma-separated) | No (used to detect duplicates) |
| LinkedIn, Twitter, Facebook, Instagram | No |
| Address fields | No |
| Tags (comma-separated) | No |
| Name (Team) | No (links existing contacts) |
| Email (Team) | No (used to match existing contacts) |
For Deal imports, these fields are available:
| CRM Field | Required |
|---|---|
| Deal Name | Yes |
| Amount | No |
| Currency | No |
| Probability (%) | No |
| Pipeline | Yes (pick a default if not in your CSV) |
| Stage | Yes (pick a default if not in your CSV) |
| Tags (comma-separated) | No |
| Associated Company fields | No |
| Associated Contact fields | No |
- For each CRM field, pick the matching column from your CSV.
- If the system auto-matched a column, double-check it is correct.
- Leave unmatched any columns you do not want to import.
- Click Next.
Step 3: Validate Your Data
The system checks every row for problems:
| Check | What Gets Flagged |
|---|---|
| Required fields | Rows missing the required fields (like Name) |
| Email format | Email addresses that are not valid |
| Duplicates | Records that already exist in your CRM (matched by email for people, website for companies) |
| Format issues | Data that does not match what the field expects |
You can fix problems right in the table:
- Click any cell to edit the value.
- Rows with errors are highlighted.
- You can choose to skip bad rows or fix them before continuing.
Click Next when you are ready.
Step 4: Confirm and Import
- Review the summary: how many rows will be created, updated, or skipped.
- Click Import.
- Wait for the import to finish.
- You see a success message with the count of records created and updated.
- You are taken back to the list page automatically.
Tips for a Smooth Import
Do
- Clean your CSV first. Remove blank rows and fix obvious mistakes.
- Use clear column headers like "First Name", "Email", "Company Name". The system auto-matches common headers.
- Import companies before people. This way, company records already exist when the people import tries to link to them.
- Start with a small test. Import 10-20 rows first to make sure the mapping is correct.
Avoid
- Do not skip the validation step. Review the flagged rows before you confirm.
- Do not import files with more than 1,000 rows. Split large files into batches.
- Do not use commas inside field values without wrapping them in quotes.