This article explains how to bulk import Companies and Custom Object records using a CSV file. You can create new records, update existing ones, or perform both actions in a single import.

This feature is useful when migrating data from another CRM, onboarding new clients, or maintaining structured records at scale.

IMPORTANT

Import supports only CSV (.csv) files.

Excel (.xlsx) and Google Sheets links are not supported.

TABLE OF CONTENTS

• Prerequisites
  • User Permissions
  • File Requirements
  • Field Preparation
• Common Mistakes to Avoid
• Import Modes Explained
  • 1️⃣ Create
  • 2️⃣ Update
  • 3️⃣ Create & Update
• How to Import Companies or Custom Objects
  • Step 1: Navigate to Import
  • Step 2: Select Object
  • Step 3: Upload CSV File
  • Step 4: Map Columns to Fields
    • “Don’t Update Empty Values”
• Duplicate Handling & Unique Fields
• Update Empty Values Restrictions
• Monitor Import Status
  • Import Stats
• Frequently Asked Questions
  • Q: Can I import multiple Custom Objects at once?
  • Q: Can I import system fields like Created At?
  • Q: What happens if unique fields conflict?
  • Q: Can I undo an import?
  • Q: Where do I see past imports?

Prerequisites

Before starting your import:

User Permissions

You must have Admin access to perform imports.

File Requirements

• File format must be .csv

• Maximum file size: 30 MB

• Only one sheet/tab

• The first row must contain headers

• Headers should match existing standard or custom fields

Field Preparation

• Required fields must contain valid values

• Custom fields must already exist in your account

• If updating records, ensure you include the correct identifier (e.g., Record ID)

Common Mistakes to Avoid

❌ Missing required fields

❌ Blank primary field values

❌ Incorrect Record IDs when using Update mode

❌ Unique field conflicts

❌ CSV headers that don’t match CRM field names

Always test with a small file first.

Import Modes Explained

When uploading your CSV, you’ll choose one of three modes:

1️⃣ Create

Creates new records only.

• Requires the Primary field

• Existing records will not be updated

• Duplicate handling follows unique field rules (if applicable)

2️⃣ Update

Updates existing records only.

• Requires Record ID or unique fields in case of custom objects

• Rows without a matching Record ID/unique field will be skipped

3️⃣ Create & Update

Creates new records and updates existing ones.

• If Record ID or unique field matches → record updates

• If no match → record is created

• Unique field rules apply if configured

How to Import Companies or Custom Objects

Step 1: Navigate to Import

For Companies

• Go to Companies

• Click Import on the top right

For Custom Objects

• Go to Custom Object

• Click Import on the top right

Step 2: Select Object

• Choose the Company or Custom Object you want to import

• Only one Custom Object can be imported at a time

Step 3: Upload CSV File

• Upload your CSV

• Choose your import mode

• 

• If applicable, select the unique field to deduplicate on

Step 4: Map Columns to Fields

Match each CSV column to the correct CRM field.

• Required fields must be mapped

• Unmapped columns can be ignored

• Fields successfully mapped will show a green indicator

• Errors or warnings will be highlighted

“Don’t Update Empty Values”

If enabled:

• Blank cells in your CSV will NOT overwrite existing values.

If disabled:

• Blank cells will clear existing values (except restricted fields).

Duplicate Handling & Unique Fields

If your Company or Custom Object contains unique fields:

• You must select Record ID or one unique field as the deduplication field (if multiple are mapped)

• The system checks other unique fields for conflicts

• If a non-selected unique field conflicts, that row will fail

This ensures clean, conflict-free data.

Update Empty Values Restrictions

The following cannot be updated to empty:

• Primary field

• Required fields

These protections prevent accidental data loss.

Monitor Import Status

All imports can be tracked in Bulk Actions.

From Bulk Actions you can:

• View status (Processing, Completed, Failed)

• Pause, Resume, or Cancel (while running)

• View detailed statistics

• Download error logs

Import Stats

Each import provides:

Tabs:

• All

• Success

• Error

• Warning

Row-level details:

• Line number

• Record ID

• Primary field

• Status

• Error/Warning message

• Resolution guidance

Frequently Asked Questions

Q: Can I import multiple Custom Objects at once?

No. Only one Custom Object can be imported at a time.

Q: Can I import system fields like Created At?

No. System fields cannot be modified through imports.

Q: What happens if unique fields conflict?

That specific row will fail. The rest of the import continues.

Q: Can I undo an import?

No. Imports cannot be reversed. Always validate your CSV before starting.

Q: Where do I see past imports?

Go to Bulk Actions to view import history and statistics.