Admins and owners can import CSV files under Settings → Data import. Use it for historical data or records that are not supplied by an integration.

Choose an import type

Type	What a row contains
Companies	An account and its supported fields.
Contacts	A person and the information linking them to an account.
Metric data	One metric value for a company or contact at a point in time.
Metric snapshot	A company or contact on a date, with a column for each metric.
Custom object	A record for a custom object already configured in your workspace.

Prepare and upload

Select New import and choose the Import type.
Select Download template for the current workspace's columns.
Fill in the template and save it as a UTF-8 CSV. Preserve the column names and supply the identifiers and related records required by that template.
Upload one CSV file, up to 10 MB, then select Start import.

The import uses the CSV headers directly. There is no interactive column-mapping or per-row approval step after upload. Check the file before starting, especially identifiers that determine whether a record is created or updated.

Import companies before contacts or other data that references those companies. Create the relevant custom objects and fields in Settings before downloading their templates.

Check the result

The job list shows Pending, Processing, Completed, or Failed, together with 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, or metric records to confirm the data landed as expected.

For automated imports, see the Partner API.

Open Data import