CRM Data Import
The bulk import feature allows you to load large sets of contacts and accounts into the CRM from CSV files, saving time when onboarding new customers or migrating from another system.
Import Process
- Prepare CSV — format your data with columns matching CRM field names
- Upload or Paste — load the CSV into the import dialog
- Preview (Dry Run) — review what will be created without making any changes
- Commit — import the validated records into the CRM
Supported Fields
Contacts: name, email, phone, company, title
Accounts: account name, account number, address, industry, status, website
Error Handling
The preview mode identifies invalid rows — missing required fields, duplicate emails, or format issues — so you can fix them before committing. Successfully imported records are created immediately and available in the CRM.