Bring Your Data In. Clean, Fast, Every Time.
Import Templates let you define how your spreadsheet maps to your CRM — once. Every future import takes minutes, not a morning. No reformatting. No guesswork. No duplicate records.
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Most imports fail before a single row is saved
Columns don't match. Values are in the wrong format. Duplicates slip through. And you only find out after half your records are broken. Import Templates solve this before it happens.
Build the mapping once, test it against real data, and save it. From then on, anyone on your team can import a clean, consistent batch of leads, contacts, or accounts — without touching a single configuration.
Stop remapping the same columns every time
Define a template that connects the columns in your spreadsheet to the right fields in your CRM. Name it, save it, and reuse it for every future file that follows the same structure. No guesswork, no manual matching.
- Map spreadsheet columns to CRM fields once
- Reuse the same template for every future import
- Templates support Leads, Contacts, and Accounts
Handle messy data without cleaning it first
Your data doesn't always arrive in the exact format your CRM expects. Transformation rules fix this automatically on the way in — combine name fields, reformat dates, map dropdown values to their correct codes. Your file goes in as-is; clean data comes out.
- Concatenate, format, and lookup rules built in
- Applies automatically during every import
- No spreadsheet cleanup before uploading
Preview before you commit
Not sure your rules are right? Run a preview to see exactly how the first rows of your file will look after transformation — before a single record is saved. Catch problems early, adjust, and import with confidence.
- See transformed rows before any data is written
- Highlights rows that will fail or need attention
- Adjust rules and re-preview instantly
Validate your file structure instantly
Upload a file and run Validate to confirm its columns match your template exactly. If anything is off, you'll know immediately — not halfway through a 10,000-row import.
- Instant column structure check against your template
- Errors surfaced before import begins
- Prevents broken partial imports
The Benefit in Plain Terms
See exactly what changes when imports are driven by a saved template.
Without Import Templates
With Import Templates
Re-map columns manually every import
Map once, reuse forever
Discover format errors mid-import
Validate before a single row is saved
Duplicates enter your CRM silently
Automatic deduplication on every import
One person knows how to run imports
Any team member can run it correctly
Hours of spreadsheet cleanup beforehand
Transformation rules handle it automatically
Works With the Files You Already Have
Upload as CSV or Excel. The template remembers the file structure — future imports just need to match the same columns.
Comma-Separated Values
The universal standard for data exports. Compatible with every spreadsheet tool, CRM, or data platform you already use. Just export and upload.
Excel Workbook
Native Excel format support. Formatted sheets, multiple tabs — upload your workbook directly without stripping it down to a plain text file first.
From Raw Spreadsheet to Clean CRM in Six Steps
Set it up once. From step two onwards, every future import is just upload, validate, and run.
Create a New Template
Go to Settings → Import Templates and click New Template. Give it a name and select the entity type.
Select the Entity Type
Choose whether this template imports Leads, Contacts, or Accounts. Contacts and Accounts include address fields automatically.
Upload a Sample File
Upload a CSV or XLSX file. The system reads its column headers so you can start mapping them to your CRM fields.
Map Columns and Add Rules
Connect each spreadsheet column to the correct CRM field. Add transformation rules for any data that needs reformatting.
Preview and Confirm
Click Preview to see how the first rows transform. When everything looks right, Confirm to set the template to Ready.
Import Your Data
Go to Data → Import, upload your real file, select the template, validate the structure, and run the import.
After the first import, steps 1–5 are already done — just upload and go.
Start for free · No credit card needed
Your first import is
already waiting.
Set up your template in minutes. Every import after that is just upload, validate, and done — clean data in your CRM every time.
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