📥 Import Data
Upload CSV files to bulk import contacts, accounts and customers
👤 Import Contacts
Upload a CSV file with contact details. The system will automatically match column headers.
Required: first_name or email | Optional: last_name, phone, title, department, company, owner, status, tags, notes
Required: first_name or email | Optional: last_name, phone, title, department, company, owner, status, tags, notes
🏢 Import Accounts
Upload a CSV file with account/company details.
Required: name | Optional: industry, website, phone, email, city, state, country, owner, company_size, revenue_range, tags
Required: name | Optional: industry, website, phone, email, city, state, country, owner, company_size, revenue_range, tags
🏭 Import Customers
Upload a CSV file with customer/client details for the ERP module.
Required: name | Optional: code, company_name, industry, phone, email, city, state, country, sales_rep, credit_limit
Required: name | Optional: code, company_name, industry, phone, email, city, state, country, sales_rep, credit_limit
💡 Tips
✅ Save your file as .csv (not .xlsx)
✅ First row must be column headers
✅ Column names are flexible — e.g. "Email Address" or "email" both work
✅ Download the template for the exact format
✅ UTF-8 encoding recommended
✅ If a company name matches an existing account, the contact will be linked automatically
⚠ Duplicate records will be created if the same contact is imported twice
✅ First row must be column headers
✅ Column names are flexible — e.g. "Email Address" or "email" both work
✅ Download the template for the exact format
✅ UTF-8 encoding recommended
✅ If a company name matches an existing account, the contact will be linked automatically
⚠ Duplicate records will be created if the same contact is imported twice
📋 Supported Column Names
Contacts:
first_name / firstname / first
last_name / lastname / last
email / email_address
phone / phone_number / mobile
title / job_title
company / company_name / account
Accounts:
name / company / account_name
company_size / size
revenue_range / revenue
Customers:
name / customer_name
company_name / company
sales_rep / owner
first_name / firstname / first
last_name / lastname / last
email / email_address
phone / phone_number / mobile
title / job_title
company / company_name / account
Accounts:
name / company / account_name
company_size / size
revenue_range / revenue
Customers:
name / customer_name
company_name / company
sales_rep / owner