The short answer

A clean CSV and careful field mapping prevent duplicate or misplaced customer data. Keep an original copy of the file before editing it.

Availability: Available to accounts with access to this workspace or feature.

Step-by-step

  1. Prepare the file

    Choose CSV Template and use its exact supported header row. Keep one contact per row and review the sample formatting.

  2. Clean the data

    Remove empty rows, correct obvious errors and check for duplicates.

  3. Upload the prepared CSV

    Choose Import CSV for the prepared file. CRM reads the supported headings directly; there is no manual field-mapping screen.

  4. Review and import

    Review the created, updated, skipped and error totals. AI Advanced Import can filter and normalize a separate cleaned CSV, but its keep-or-skip decisions must be reviewed.

  5. Spot-check results

    Open several imported records to confirm phone numbers, emails and names mapped correctly.

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