Import

Validate CSV data before adding CRM records.

Supported import types

Contacts, organisations, opportunities, activities and events. HubSpot-style columns are suggested in the templates.

Import CSV

Upload a CSV, validate required fields and review duplicate warnings before adding records.

Record typeDownload Contacts template Choose CSV fileTemplates include HubSpot-friendly column names where possible.

Duplicate checks currently use email, mobile, organisation name, website domain and phone where those columns are present. Imports should be validated here before a database write step is enabled.

Preview

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