The short answer

The CRM uses a defined header row rather than a manual mapping screen. Download the template first and preserve the original source file.

Availability: Available to accounts with Customers CRM access. Communication, AI and provider features require their related services and permissions.

Step-by-step

  1. Download CSV Template

    Use the sample header: name, email, phoneNumber, company, jobTitle, status, leadSource, dealValue, website, tags, notes, lastContactedAt and nextFollowUpAt.

  2. Prepare the file

    Keep one contact per row, use supported statuses, ISO-style dates and semicolon-separated tag values as demonstrated in the sample.

  3. Choose an import method

    Use Import CSV for prepared data. Use AI Advanced Import when the file needs AI-assisted filtering or cleanup.

  4. Review the import result

    Read created, updated, skipped or error totals, then spot-check representative customer records.

  5. Export the current customer view

    Choose Export CSV to download the customers matching the current search and status filters. The file includes contact details, CRM fields, marketing opt-out status and record timestamps.

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