Imports
Bulk-load accounts, contacts, deals, or tasks from a CSV file into your Informly CRM in a few guided steps.
When you're moving from another tool or onboarding a list of leads, you don't want to create records one at a time. Imports let you upload a CSV and create accounts, contacts, deals, or tasks in bulk, with a preview step so you can spot problems before they hit your data.
Start a new import
Go to CRM → Imports → New import to open the import wizard. The wizard walks you through four steps.
Pick the record type
Choose what you're importing: account, contact, deal, or task. Each record type has its own required fields.
Upload the CSV
Drop your CSV in or pick it from a folder. The file needs a header row — Informly uses the headers in the next step.
Map columns
Match each CSV column to a CRM field. Required fields are flagged at the top — if any are unmapped, those rows will fail. Custom fields show up here too, so you can map straight into them.
Preview and run
The preview shows the first ten rows with their mapped values. Check them. If everything looks right, click Run import.
After the import runs
When the import finishes, the import page shows a summary:
| Counter | What it means |
|---|---|
| Imported | Rows that became CRM records. |
| Skipped | Rows ignored because of duplicate detection or empty key fields. |
| Failed | Rows that errored, along with the reason for each. |
Click into Failed to download a CSV of the failed rows with the error reason in a new column. Fix the file and re-import just those rows.
A word of caution
Imports are not reversible from the UI today. There's no "undo last import" button — if you import 5,000 wrong rows, you'll be deleting them by hand or by another import. Run a small test CSV first to confirm your mapping before you upload the full file.
Tips
- Export an empty record from the CRM first and use that as your CSV template. The headers match the field names exactly.
- For custom fields like single-select, the CSV value has to match one of the field's options exactly (case-insensitive). Misspellings fail the row.
- Imports of related records — contacts that need to live under an account — work best when the account exists first. Import accounts, then contacts.