Import your data - CSV

You can import companies, people, and deals into Clarify using CSV files. This guide walks you through the complete import process.

Navigate to the Companies, People, or Deals page. Click the three dots in the top right corner and select "Import CSV."

Upload a CSV file.

You'll see some basic info about your CSV. Confirm this looks as expected before continuing.

Map the columns in your CSV to specific fields in Clarify. Clarify automatically maps columns to existing fields when possible. You'll need to manually match any fields that weren't mapped automatically. To not import data from a column, leave the field mapping unselected. You'll see a sample of values from a given column to the right.

You also have the option to create new fields during the import process. All field types are supported.

If you already have data in Clarify, click the "Unique" checkbox next to 1 or more fields to select these fields for matching existing records. This will lookup and update existing records based on the fields you select rather than creating new ones. For example, you might choose the Name field for People, or you could use Name > First name and Name > Last name if your data is in two separate columns. See Updating Existing Records for more info.

Review and fix any invalid data before importing. Invalid values will prevent those rows from importing.

Each column's data is separated into two sections: "Needs review" indicates there was an issue with the data, and "Automatically mapped" is ready for import (but can still be modified if desired).

You'll see an indicator for any values that don't match the expected format, as well as any columns that contain an invalid value. You can edit these values to correct the format, or choose to skip them.

If an invalid value is not resolved, all rows with that value will fail to import.

You also have the ability to create options during this step for single and multi select fields. Click on an individual value to add it, or add options in bulk.

Review your data and click "Import data" to begin the import. You'll see the progress of the import in the sidebar. Once complete, you'll see a summary page that displays the outcome of the import. You can download a CSV of the failed rows, which will include a summary of why they failed.

Once completed, all imported records will include a label for this import. We'll also create a new list automatically containing all records that were imported.

You can find a history of all previous imports in Settings.

When Clarify finds an existing record during import, based on the field(s) you selected during the field mapping step, it updates the record instead of creating a duplicate.

Only non-empty fields from your import are applied. For example, if you import a deal called "Microsoft" with only an amount field filled in, Clarify will update just the amount field on the existing "Microsoft" deal and the rest of the fields' data will remain.

If no existing record is found, a new one is created.

Common errors include:

When errors occur: