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CSV import

Learn how to easily import your data quickly.

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

Getting started

Navigate to the people screen, companies screen, or any list. Click the three dots in the top right corner and select "Import CSV."

Import CSV

How the import process works

Step 1: File upload

Upload a CSV file or enter data manually if you prefer. Make sure the first row contains column names that describe your data.

Upload CSV

Step 2: Field mapping

Clarify automatically maps fields when possible. You'll need to manually match any fields that weren't mapped automatically.

Supported field types: string, number, boolean, date, and single-select options.

Map fields

Step 3: Data validation and editing

Review your data in an inline table view where you can edit information directly.

Formatting requirements:

  • Dates: Use YYYY-MM-DD format (example: 2024-03-15)
  • Social links: Use full LinkedIn URLs (https://www.linkedin.com/in/username/) or short format (in/username/)
  • Domains: Use the domain only, without http:// or https:// (examples: example.com, app.example.com)
  • Static lists: Include a "labels" column with existing Clarify list names if you want records added to specific lists
Data validation and formatting

Important: All errors must be resolved before you can proceed to the next step.

Step 4: Complete import

Once all errors are resolved, you can finalize the import and your data will be added to Clarify.

Submit CSV

How relationships work

Deal imports

When importing deals, you can create relationships by including these columns:

  • Deal owner: Use the email address of a Clarify user
  • People: Use email addresses - Clarify will create and link people if they don't exist
  • Company: Use company domains - Clarify will create and link companies if they don't exist

You can link multiple objects together (deals with companies and people) to maintain relationships between them.

People imports

When you upload people with email addresses, Clarify automatically:

  • Extracts the email domain
  • Links the person to an existing company with that domain
  • Creates a new company if one doesn't exist

Override company linking: If you want to link a person to a company that doesn't match their email domain, include a "Company Domain" column with the specific domain you want to use.

Company imports

Company imports are self-contained and don't include automatic relationships with other records.

Updating existing records

When Clarify finds an existing record during import, it updates the record instead of creating a duplicate:

  • Deals: Matched by name
  • People: Matched by email address
  • Companies: Matched by domain

How updates work: 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.

Error handling

Common errors include:

  • Duplicate records
  • Unknown list names in the "labels" column
  • Incorrect date formats
  • Unknown field options

When errors occur:

  • They're highlighted in the preview table
  • You'll get detailed feedback to help resolve issues
  • Fix errors directly in the preview and continue with the import

Large file support

  • Import files can contain 10,000+ rows
  • You don't need to stay in your browser during large imports
  • Import status is only visible when you keep the import page open