Importing and exporting data

Import

You can import contacts to a specific list using our CSV import

User workflow

To get started, click the three dots in the top right of your list.

1. File upload

• Users must upload a CSV file.
• The first row should represent column names.

2. Field mapping

• The system attempts to automatically map fields.
• Users manually match any unmatched fields.
• Supported field types: string, number, boolean, date, single-select enum.

3. Data validation and editing

• Inline table view for reviewing and editing data.
• Errors are highlighted and must be resolved before proceeding.

4. Data import

• Once errors are resolved, users can finalize the import into the selected list.

Error handling

• Errors such as duplicates or schema mismatches (e.g., unknown enum options) are flagged.
• Users can correct errors and retry the import.
• The system provides detailed feedback to assist in resolving issues.

Relationships handling

• Basic relationships are supported.
• A person’s email domain can be used to link them to a company.
• If a company for a given domain does not exist, it is created automatically.
• A deal can be assigned to a single company and/or a single person.

Large file support

• Imports support files with 10,000+ rows.
• Users are not required to remain in the browser during the entire import process.

Export

You can export any list of your contacts, companies, meetings, deals as a csv.

At the top right of any list click the 3 dots and click “export csv.”