Contacts & Smart Lists · 1 min read
Import Companies and Custom Objects Using a CSV File
You can bring companies and custom object records into FunnelStreams from a CSV file. This helps when you're moving from another CRM or loading a large list.
Only
.csv files work. Excel files and Google Sheets links aren't supported.Before you start
- You need admin access.
- The file must be under 30 MB, with one sheet and a header row.
- Create any custom fields before you import. Headers should match your field names.
- To update records, include an identifier such as the record ID or a unique field.
Import modes
- Create adds new records only.
- Update changes existing records only.
- Create & Update does both.
Import records
- Go to Contacts and click Import, or click Import on the Companies or custom object page.
- Select the object, either Companies or the custom object.
- Upload the CSV and choose the import mode.
- Map each column to a field. Columns you don't map are skipped.
- Turn on Don't update empty values if blank cells should leave existing data alone.
- Review and start the import.
Duplicates and unique fields
Records are matched on the identifier or unique field you choose. If a row conflicts with a unique field that already belongs to another record, that row is skipped and listed in the report.
Check results
Open Bulk Actions to see progress and the counts of created, updated, and failed rows. Download the report to fix failed rows and import them again.
Imports can't be undone automatically, so test with a few rows first.