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Overview

The bulk import tool allows you to create or update many company records in your CRM at once by uploading a formatted CSV file. A step-by-step wizard guides you through the process of selecting an import mode, mapping your data to the correct fields, and reviewing everything before the import begins.

Before You Begin

Ensure you have the following in place:

User Permissions: You must have Administrator-level access to perform imports.
File Format: Your data file must be a CSV (.csv) file. Other formats like Excel (.xlsx) are not supported.
File Size: The maximum file size is 30 MB.
File Structure: The first row of your CSV must contain column headers. It's best practice for these headers to match the names of standard or custom fields in your CRM.
Data Preparation: Any custom fields you wish to import data into must already be created in your account. Ensure your CSV contains valid values for all required fields.

Import Modes

When you upload your file, you will select one of three ways for the system to handle your data:

Create: This mode only creates new company records. It will not update any existing companies. You must include the company's primary field (like Name) in your CSV.
Update: This mode only updates existing company records. To match records correctly, your CSV must include a unique identifier for each company, such as the Record ID.
Create & Update: This combined mode will update a record if a match is found (using Record ID or another unique field), or create a new company record if no match exists.

How to Perform a Bulk Import

Step 1: Access the Import Tool

Navigate to Contacts and select Companies. Click the Import button, choose Companies as the object to import, and then click Next.

Step 2: Upload Your File and Choose a Mode

Upload your prepared CSV file. Select your desired import mode (Create, Update, or Create & Update). If you are using a mode that updates records, you may need to specify which unique field (like Record ID) the system should use to find matching companies. Click Next to proceed.

Step 3: Map Your Data to CRM Fields

The system will display the column headers from your CSV. You must map each column to the corresponding field in your CRM. Required fields must be mapped to continue. A green indicator will appear next to successfully mapped fields.

Pay special attention to the "Don't Update Empty Values" option. When enabled, any blank cells in your CSV will be ignored and will not overwrite existing data in your CRM. If this option is disabled, blank cells will clear the data in the corresponding CRM field.

Once all necessary columns are mapped, click Next.

Step 4: Review and Start the Import

Carefully review the summary of your import settings and a preview of the data. This is your final chance to verify everything is correct. If everything looks accurate, click the Start Bulk Import button to begin the process.

Monitoring and Results

You can track the progress and outcome of all your imports in the Bulk Actions area. Here you can view the status (e.g., Processing, Completed), see detailed statistics, and download a report or error log for the import job.

Important Considerations

Duplicate Handling: If your company object has fields marked as unique, the import process will check for conflicts. Rows that cause a unique field conflict will fail, while the rest of the import continues.
Protected Fields: For safety, certain fields cannot be updated to a blank value. This includes the primary field (like Company Name) and any fields marked as required.
Testing: It is highly recommended to test your import process with a small CSV file containing a few sample records before running a large import.
No Undo: Bulk imports cannot be reversed. Always validate your data and settings before starting the final import.

Importing Multiple Companies via CSV