What file types and limits apply?

CSV (.csv) or Excel (.xlsx, .xls). Maximum 10 MB and 10,000 data rows excluding the header. First row must be unique column headers; blank data rows are skipped.

How does duplicate handling work?

Choose Create, Skip, or Update before validation. Matching uses email, phone, or name depending on object and mapped fields. Update mode refreshes existing records when a row matches.

Does import generate AI field values?

No. Bulk import skips AI fields. After load, run a batch in Setup → AI and Agents when summaries and scores should populate.

Workspace owners and admins from Setup → Data import. The same rules and limits apply to POST /api/v1/import/jobs with a workspace admin API key.

Bulk load CSV and Excel with column mapping

Workspace admins import thousands of records from CSV or Excel — standard and custom objects, optional related records in the same file, and duplicate handling that chooses create, skip, or update before anything is written.

10k

Max rows per file

10 MB file size cap

Duplicate modes

Create, Skip, or Update

Partial writes

All rows pass validation first

Migration in one guided job

CSV/Excel mapping, duplicates, validate-then-run.

Moving from a spreadsheet or another CRM should not mean weeks of copy-paste. The import wizard walks through upload, object selection, column mapping, validation, and background execution with in-app notification on completion.

Validate every row before run — partial writes are not supported. When validation passes, the job creates or updates records according to your duplicate rules and can link embedded related objects from extra columns.

CSV and Excel support
CSV (.csv) or Excel (.xlsx, .xls). First worksheet used; first row must be unique column headers.
Column mapping and related records
Map headers to fields. Optionally embed one related object per job — e.g. Companies on a Contacts import.
Duplicate handling
Create new records, skip matches, or update existing rows when email, phone, or name rules match.

When

When import beats manual entry

Migration, spreadsheet consolidation, or re-import of an updated export to refresh existing records.

Up to 10,000 data rows per file (10 MB max)
One primary object per job plus optional embedded related object
REST API available for admin-key automation at /api/v1/import/jobs

Wizard

Guided wizard from upload to run

Upload → preset → primary object → column map → related object → duplicates → validate → run.

Picklist values map by label or internal value
Dates, currency, URLs, email, and phone fields supported
Auto-number fields cannot be written — map legacy IDs to text

Validate

Validation before any write

All rows must pass validation. Fix errors in the wizard before the background job starts.

Field layout frozen at validation time
No partial imports when rows fail checks
Admins notified in-app when jobs complete

Related records in one file

Create or update linked Companies, Contacts, or other objects from columns in the same export.

One embedded related object per import job
Lookup fields link primary and related rows
Same duplicate rules apply per object type

After

After import: AI and Operations

Import does not generate AI field values. Run Setup → AI and Agents or work records in Operations.

Events can sync to Google Calendar when admin has calendar connected
Members continue day-to-day work without import access
Import history available for audit and re-run decisions

Questions

Short answers before you request access.

What file types and limits apply?: CSV (.csv) or Excel (.xlsx, .xls). Maximum 10 MB and 10,000 data rows excluding the header. First row must be unique column headers; blank data rows are skipped.
How does duplicate handling work?: Choose Create, Skip, or Update before validation. Matching uses email, phone, or name depending on object and mapped fields. Update mode refreshes existing records when a row matches.
Does import generate AI field values?: No. Bulk import skips AI fields. After load, run a batch in Setup → AI and Agents when summaries and scores should populate.
Who can import data?: Workspace owners and admins from Setup → Data import. The same rules and limits apply to POST /api/v1/import/jobs with a workspace admin API key.