Import into the CRM

The basic CRM uses the same shapes as HubSpot, Pipedrive and Salesforce: leads, companies, people and deals. You can bring in a CSV file from any of them, from Zoho or Attio, or from an ordinary spreadsheet.

1. Open CRM, then Templates and setup, and press Import on the Import records row.
2. Choose your file. Adapt Leads works out where it came from and suggests where each column goes.
3. Run the check. It counts what the import would do, and it writes nothing.
4. Run the import. It works in the background, and you can watch its progress.

Records that are already in your CRM are matched, never copied, so importing the same file again updates them instead of adding them twice. If an import isn't right, undo it and only what it added is removed. About the CRM.