Importing data
Load accounts, contacts, users, and more via the Quick Import CSV tool.
Importing data
Admin Console → Integrations & Data → Quick Import loads CSV data for many record types — Accounts (matched by name), Contacts (by email), Users, Account Assignments (staff a user onto an account by role), plus timeline events, Actions, contracts, opportunities, goals, and success plans.
How it works
Pick an entity and you'll get its required columns, a downloadable template, and a sample row. Rows validate before anything commits — bad dates, unknown picklist values, and missing required fields are flagged first. Custom fields (and a Product Line column when that feature is on) are available per entity.
Tip
For a one-time load, Quick Import is perfect. For anything recurring or large, set up a connector instead so it re-syncs on a schedule.
Related: *Importing your customer data via CSV* · *Connectors & the Data Hub*
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