CRM Data Import

Import your CRM data in hours, not weeks

Migrate from spreadsheets or another CRM with tools that auto-map columns to properties, preview results, flag errors before you finish, and associate records so your data is ready to use the moment the import completes.

Get started

A clean CRM import screen showing auto-mapped fields, a progress bar, and a "Success!" message as data populates a contact list.

CRM

CRM Data Import

Import your CRM data in hours, not weeks

Get started

CRM

CRM Data Import

Import your CRM data in hours, not weeks

Get started

Import and associate the data that matters

Bring in the objects your business runs on and link them together - so teams see full context across records and activities from day one.

Map, validate, and clean as you import

Auto-mapping matches headers to properties, highlights conflicts, and surfaces a downloadable error file for quick fixes. Use required fields, formatting rules, and preview checks to keep data accurate and actionable.

A clean UI showing a data import progress bar, with fields mapping from a spreadsheet to a CRM form, highlighting quick, error-free migration.

Import multiple objects and activities in one go

Objects: contacts, companies, deals, tickets, line items, and custom objects.
Activities: emails, meetings, calls, notes, and tasks tied to the right records.
Files: CSV/XLS/XLSX with a single header row and clear identifiers.

A form showing multiple object and activity types being imported simultaneously into a CRM or similar platform.

Keep context with associations and relationships

One or two files

Create links in a single file using unique IDs or use two files with a common key to associate records at scale.

Association labels

Apply labels that describe how records relate so reps understand context instantly.

Activities on records

Attach calls, emails, and meetings to the correct objects for complete timelines and reporting.

A CRM showing interconnected customer profiles with activity timelines, related records, and custom association labels.

Choose the right migration path for your team

Use import for one-time lifts, set up Data Sync for ongoing two-way updates, bring in a partner for complex migrations, or automate with APIs - all options meet you where you are.