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Data import

Upload CSV or Excel files, map their columns, and track imported records.

Admins and owners can import files under Settings → Data import. Use it for historical data or records that are not supplied by an integration. You review column mappings before the import starts.

Choose an import type

TypeWhat a row contains
CompaniesAn account and its supported fields.
ContactsA person and the information linking them to an account.
Leads, where enabledA contact email and the associated company, contact, and lead fields. See Leads.
Metric dataOne metric value for a company or contact at a point in time.
Metric snapshotA company or contact on a date, with a column for each metric.
Custom objectA record for a custom object already configured in your workspace.

Prepare and upload

  1. Select New import and choose the Import type.
  2. Use your own file or select Download template for the current workspace's columns.
  3. Save the file as CSV or Excel (.xlsx). Excel imports read the first worksheet only; older .xls files are not supported.
  4. Upload one file, up to 10 MB, then select Continue.

Include column headers and the identifiers or related records required by the import type. Import companies before contacts or other data that references them. Create the relevant custom objects in Settings before importing their records.

Review column mapping

Cust suggests matching fields and shows sample values beside each file column. Check every suggestion before starting:

  1. Map each column to a field, or choose Skip for columns you do not want to import. Skip the rest skips the remaining unmapped columns.
  2. Check the Required fields and any warnings about the expected value type. A sample warning does not validate every row in the file.
  3. Where available, create a custom field from the field picker and map the column to it.
  4. Select Start import once the required fields are mapped and every column has a field or is skipped.

The job remains Awaiting mapping until you start it. Review identifiers carefully because they determine which records are created or updated. For lead imports, the contact email controls matching.

Check the result

The job shows Pending, Processing, Completed, or Failed, together with rows processed, a progress bar, and the result message. Review the counts of created, updated, skipped, and erroneous records and any validation details.

A failed job can still have imported valid rows. Correct the reported errors and check the identifiers before uploading a corrected file, so a retry updates the intended records. Open a sample of the resulting company, contact, lead, or metric records to confirm the data landed as expected.

For automated imports, see the Partner API.

Open Data import