Data migration
Import from CSV
Upload contacts or deals from an Excel/CSV file.
In progress
We're writing a detailed guide with step-by-step instructions and screenshots. For now there's only a content outline here — the full text will appear in upcoming updates.
Section outline
- 1Requirements for the CSV file (UTF-8 encoding, delimiter)
- 2Required and optional columns
- 3Mapping columns to CRM fields
- 4Preview of the first rows
- 5Starting the import
- 6Results report