Admin Tooling

Import Data

Import lead and deal data from CSV files to populate your CRM.

Back to Pipeline

Import Process

Upload the file, configure the workflow context, then review the import results.

Upload File

Configure Import

Process & Review

Step 1: Upload CSV File

Drop a CSV into the intake zone, then continue to workflow configuration.

Upload your CSV file

Drag and drop your CSV file here, or click to browse

Supported format: .csv (Max size: 10MB)

Uploading... %

Step 2: Configure Import Settings

Choose the target workflow and confirm how the import should behave. Company Name is required; contact names are optional, and Company Type, State, and Website columns can be mapped in automatically.

Automatic mapping: If your CSV includes a mapped State column like QLD, NSW, or VIC, the importer will automatically attach the matching existing State Tag to each deal. If your CSV includes a mapped Website column, the importer will also save that company website onto the customer record.

Target Workflow

Choose the workflow that matches your data type

Deal Tag

Optional. Applies this existing tag to every imported deal.

Company Type Tag

Optional. Applies this existing company type to every imported deal.

Import Options

Skip duplicate records Validate email addresses Create import activity records

Column Mapping Preview

CSV Column	Sample Data	Maps To

Step 3: Import Progress

Track the run, inspect the result counts, and review any import issues.

Processing import...

of records processed

Import Completed Successfully

Successfully imported records into the workflow.

Successful

Skipped

Errors

Skipped Rows

These rows were not imported. Showing up to 50 skipped rows from this import.

total

Row	Company	Email	Reason