Importing Data

Bulk-load your existing clients, contacts, and leads from spreadsheets using CSV import.

How CSV Import Works

Every import dialog follows the same three-step process:

1
Upload — Select a .csv file from your computer. The file must have a header row. Column names are auto-detected.
2
Map columns — Review how your CSV columns map to CRM fields. Auto-detection handles common names like "Company Name," "First Name," "Email," etc. Correct any mismatches using the dropdowns. Columns set to "Skip" are ignored.
3
Review results — The import runs and shows how many records were created. Any rows that failed are listed with the specific error so you can fix and re-import.

Maximum rows per import: 1,000 rows. For larger datasets, split your CSV into multiple files.

Importing Accounts

Find the Import CSV button on the Accounts list page (next to "New Account").

Required field: name — rows without a name are skipped.

Supported columns (auto-detected by header name):

Column name	Maps to	Notes
name / company_name / account	Account Name	Required
lifecycle_status / status	Lifecycle Status	PROSPECT, ACTIVE, AT_RISK, etc.
industry / vertical / sector	Industry	Free text
employee_count / headcount / size	Employee Count	Whole number
website / url / web	Website
phone / telephone	Phone
address / street	Address
city	City
state / province	State
zip / postal	Zip / Postal Code
country	Country
sla / tier / sla_tier	SLA Tier	BRONZE, SILVER, or GOLD
notes / comments	Notes

Importing Contacts

Find the Import CSV button on the Contacts list page (next to "New Contact").

Required fields: first_name and last_name — rows without both are skipped.

Supported columns:

Column name	Maps to
first_name / given_name / first	First Name
last_name / surname / family_name / last	Last Name
email / email_address	Email
phone / telephone	Phone
mobile / cell / mobile_phone	Mobile Phone
title / job_title / position / role	Job Title
linkedin	LinkedIn URL
notes / comments	Notes

Importing Leads

Find the Import CSV button on the Leads list page.

Required field: company_name.

Supported columns:

Column name	Maps to
company_name / name / organization	Company Name
first_name / first	Contact First Name
last_name / last	Contact Last Name
email	Contact Email
phone / mobile	Contact Phone
website / url / web	Website
source / lead_source	Source
employee_count / headcount / size	Employee Count
industry / vertical / sector	Industry
location / city / state / region	Location
it_situation / current_situation / it_setup	Current IT Situation
compliance / regulation / framework	Compliance Need
tech_fit / stack_fit / tech_stack	Tech Stack Fit
notes / comments / description	Notes

Leads also support custom field mapping — any custom fields you've defined for the Lead object appear as mapping targets in the dropdown with a "(custom)" label.

Tips for Clean Imports

Use standard header names (e.g. "first_name" not "fname") for best auto-detection.
Export from HubSpot, Salesforce, or your existing spreadsheet as CSV with headers in row 1.
Columns set to "Skip" are safely ignored — no need to delete them from your file first.
Rows that fail are listed with the specific error. Fix only those rows and re-import; records created in the first pass won't be duplicated.
After importing accounts, use the Duplicate Detection scan in Settings → Duplicates to catch any near-matches.