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How do I bulk import new records?

Use this feature to bulk import data in your CRM like contacts or companies.

Updated over 2 months ago

New contact records:

  1. Click the "Manage data" button at the top right of the page and select "Download import template".

  2. Fill the template in with the data you want to import.

    1. Note the contact owners and company owners fields take emails that are present in your CRM in format "person1@email.com, person2@email.com". The emails are then used to link back to CRM contacts.

  3. Click the "Manage data" button at the top right of the page and select "Import contacts" or "Import companies".

  4. Select the file you filled in from the template.

Bulk import and export
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