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Import contacts or companies via CSV

An authorized you upload a CSV file to create or update multiple Contact or Company records using a guided field mapping wizard.

When this happens: You click Import on the Contact or Company list view.

Step by step

  1. 1

    Click Import on the list view and selects CSV Import.

    EasyCRM shows the Import Wizard — Step 1: File Upload.

  2. 2

    Select a CSV file (max 10 MB) and uploads it.

    EasyCRM reads the CSV headers. EasyCRM checks: file is valid CSV, UTF-8 encoding, ≤ 10,000 rows. EasyCRM shows header preview (first 5 rows). Import Wizard — Step 2: Field Mapping. EasyCRM shows two columns: CSV headers on the left, CRM fields on the right (dropdowns). Auto-maps matching headers. EasyCRM shows Unmapped badge for unmatched headers.

  3. 3

    Review and adjust mappings. Marks required CRM fields (e.g. Company Name, Contact First Name/Last Name).

  4. 4

    Click Next.

    Import Wizard — Step 3: Duplicate Handling. EasyCRM shows options: When a duplicate is found: — Skip / Update existing / Create new. Duplicate key: Email for Contacts, Name+Domain for Companies.

  5. 5

    Select duplicate handling strategy. Clicks Next.

    Import Wizard — Step 4: Preview & Validation. EasyCRM checks all rows: data types, required fields, format. EasyCRM shows: [N] rows valid, [M] rows with errors Error rows shown with specific issues (e.g. Row 42: Invalid email format).

  6. 6

    Review. Can fix the CSV and re-upload (back to step 3) or proceed with valid rows only. Clicks Start Import.

    EasyCRM processes import in background. For each row: validates, checks duplicates, creates or updates record per strategy. On completion, displays import summary: Created: [N], Updated: [M], Skipped (duplicate): [P], Failed: [Q] Results downloadable as a CSV containing row-level status and error details.

Other paths

Update existing on duplicate

If a row matches an existing record. With Update existing strategy: merges the CSV values into the existing record (non-blank CSV values overwrite). Each updated record gets its own audit log entry / CompanyUpdated.

Skip on duplicate

Matching row is skipped. Counted in Skipped total.

Import companies with contacts

CSV includes both Company and Contact fields (e.g. Company Name, Contact First Name, Contact Email). If maps to both entity types. EasyCRM creates Companies first, then creates Contacts linked to the corresponding Company.

If something goes wrong

File too large or too many rows

If file exceeds 10 MB or has > 10,000 rows. EasyCRM shows: File exceeds the maximum size. Please reduce to 10,000 rows or less

Invalid CSV format

If file is not valid CSV. EasyCRM shows: Unable to parse the file. Please ensure it is a valid CSV file with UTF-8 encoding

Required field not mapped

If a required CRM field is not mapped to any CSV column. EasyCRM shows: Required field '[FieldName]' is not mapped. Please assign a CSV column

Partial import failure

If some rows fail (invalid data, concurrent conflicts). Successfully imported rows are committed. Failed rows are tallied in Failed count with per-row error details in the downloadable report.

Good to know

  • Maximum 10,000 rows per import.
  • Imported records are owned by the importing user.
  • Duplicate detection uses email for Contacts, Name+Domain for Companies.
  • Import runs in the background for large files.