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Import your data

Bring your book of business in from a spreadsheet in a few minutes.

  • Upload a CSV or Excel (.xlsx) file of companies, contacts, leads, deals or activities, up to 2 MB. Larger files can be split.
  • crmSpace proposes how your columns map to its fields, including any custom fields you have defined. An unmapped column can become a new custom field on the spot.
  • Pick HubSpot or Salesforce as the source and their standard export columns map automatically. See Migrate from HubSpot or Salesforce.
  • Choose whether matching records are updated in place or created fresh. Companies match on website domain, contacts and leads on email address.
  • An owner column assigns records to teammates by name or email. A notes column lands on each record's timeline.
  • Preview before committing: a dry run shows how many rows would be created, updated or fail, without writing anything.
  • You review and approve; the import runs in the background and records any rows it could not read, so nothing fails silently. A completed import can be undone.

Proposing the mapping uses one AI action; a fully recognised HubSpot or Salesforce export uses none. Importing is an admin task. See AI actions and fair use.