Importing from CSV and Excel
Import companies, people and opportunities from HubSpot, Pipedrive, Zoho or your own spreadsheet by mapping columns; preview, apply, and undo if needed.
Import ("İçe aktar", in the header of a table view or at /import/records) creates records from a CSV or Excel file or bulk-updates existing ones. To move from Salesforce with the full history, use Migrating from Salesforce.
- 1
File
Choose what you are importing — Companies, People or Opportunities — and upload the file:
.xlsx(first sheet) or.csv(comma, semicolon or tab; UTF-8 or Windows-1254). The first row must be the header; up to 20,000 rows. - 2
Map columns
The target field of each column is guessed from its header — Turkish and English headers, HubSpot / Pipedrive export names and custom field names are recognised (First Name → first name, Company Name → company, Segment → the Segment custom field). Leave columns you do not want as — skip —.
- 3
Preview
Preview shows the result without writing anything: how many new records, updates and skipped rows, and the error on each failing row.
- 4
Import
When you confirm, rows are written one by one; a failing row does not stop the others. The result page shows the counts, the error list and an Undo button.
Options
| Option | Values |
|---|---|
| Records | Create new, update matches · Create new only (matches are skipped) · Update existing only (bulk update) |
| Match on | Company: Record ID · company name · website — Person: Record ID · email · full name (within the company) — Opportunity: Record ID · opportunity name (within the company) |
| On a matching record | Write the file's value · Fill empty fields only |
| Owner | User assigned when the file has no owner column or it is not recognised |
| Number format | Turkish (1.250,50) · English (1,250.50) |
| Create missing companies | For people and opportunities: if the company name is not found, a prospect company is created; when off, the row fails |
Company name matching ignores case, Turkish characters and legal suffixes such as A.Ş. / Ltd. Şti.
Fields
- Company — name, status (Mevcut müşteri / Aday or
AC/Prospect), owner (name or email), city, sector, phone, website, address, source, tags (comma-separated) and custom fields. Main contact columns (Contact: full name, title, email, phone) create a person with a new company. - Person — full name or separate first + last name columns, company, title, department, email, phone, custom fields.
- Opportunity — name, company, stage (name or key), amount, currency, expected close, probability, product, source, tags, custom fields. New opportunities are not held back by stage gates (historic data); the stage history records Imported.
A value that is not among a select custom field's options is added to them. Dates may be YYYY-MM-DD, DD.MM.YYYY or Excel dates. Imports do not trigger workflows.
Undo
Undo on the result page or in Import history deletes the records the import created (with everything linked to them) and restores the fields, custom fields and tags it updated. A database backup is taken first. The person who ran the import or an admin can undo it.