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Importing records from a CSV

Bulk-import records into a stream from a CSV file. Map CSV columns to stream fields, preview the data, and create up to 1,000 records at once.

Importing records from a CSV

  1. 1

    Select the stream you want to import into from the dropdown.

  2. 2

    Select or create the record type for the imported records.

  3. 3

    Click Next, then upload a CSV file (must have a header row).

  4. 4

    Map each CSV column to a stream field using the dropdowns. Columns with matching names are auto-mapped.

  5. 5

    Unmapped columns are skipped. Click Preview to see the first 10 rows as they will be imported.

  6. 6

    Click Import to create all records. Each record starts at the first step of the stream.

Tips for successful imports

  1. 1

    Ensure your CSV has a header row - the first row is used as column names.

  2. 2

    Field names in the CSV should match your stream field names for auto-mapping.

  3. 3

    Number fields are automatically converted. Boolean fields accept true/yes/1.

  4. 4

    Maximum 1,000 records per import. Split larger files into batches.

  5. 5

    All records are created as the selected record type at step 1 of the stream.

What people ask about this

  • How do I import records from a spreadsheet?
  • What format does the CSV need to be in?
  • How many records can I import at once?
  • Can I undo an import?

Inside the app there is an assistant that answers these from your own written process, not just from ours.

Other guides

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Two users, 500 records and every feature switched on. No credit card, and your data stays in Australia.

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