You can import companies, people, and deals into Clarify using CSV files. This guide walks you through the complete import process. For example, you can export your LinkedIn connections and import that file as people.

Navigate to the Companies, People, or Deals page. Click the ⋯ menu next to the list name, beside the star, 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 except Relationship can be created during import. To link a record to an existing one instead, map a column to a field on the related record, such as Company > Name or Owner > Email.

If a column in your file already holds the value you want, map it here and the values import as they are. AI fields are for values Clarify does not have yet, and they use credits per record - see AI fields.

LinkedIn and other social columns accept full profile URLs. Clarify stores the handle and rebuilds the link when it displays the record, so https://linkedin.com/in/johndoe and johndoe both import to the same value. Map the profile URL column to the LinkedIn field yourself: LinkedIn names that column "URL" in its export, and a people import does not map that name automatically.

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.

Relationship columns with blank rows (for example Company > Name, or Owner > Name on a deals import): rows with no value are grouped as "No value" under Needs review. Skip that group to import the column anyway - rows that have a value are matched to an existing record, and rows without one import with that relationship left empty. A row whose value matches no existing record still fails with "Couldn't find [record] record", so import the related records first.

Create options for single and multi select fields during this step. Click 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.

Imported people and companies enrich automatically once they land. A person needs an email address or a LinkedIn handle, a company needs a domain, so a file of profile URLs with no email addresses still fills in names, job titles and locations.

Enrichment only fills fields your file left empty. See Enrichment for what it fills and how your plan's allowance works.

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.

💡 If you have duplicate records you want to merge, see Merging records in Clarify.

Common errors include:

When errors occur: