CRM records
Contact and business imports
Bring existing records into the CRM through mapped source files
Imports provides a controlled process for uploading, mapping, previewing, and creating contact or business records
What this workspace includes
- File upload
- Column mapping
- Record preview
- Import result
Complete workflow
- 1
Choose the record type
Use the contact or business import
- 2
Upload the source
Select the prepared file
- 3
Map columns
Connect source headings to CRM fields
- 4
Preview and complete
Review representative rows before import
How records and settings behave
- Mapping determines where values are stored
- Imported rows become workspace records
- The result reports the completed import
Working effectively
- Clean source files first
- Use stable identifiers when available
- Review duplicates after import
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Contact and business imports?
Use the contact or business import
When is my work saved?
Mapping determines where values are stored
How do I confirm the result?
Return to the related list or detail view and review its current status. The result reports the completed import