CRM

Relationship Intelligence

M

CSV import tools

Upload or paste CSV data, map columns into current Twenty CRM fields, review validation and duplicate warnings, then import only the rows that are ready.

Bounded slice shipped in this pass

  • CSV parsing for contacts, companies, and deals
  • Field mapping suggestions and required-field checks
  • Client-side validation using existing form rules
  • Duplicate warnings against the most recent CRM records plus duplicates within the file
  • Per-row import execution with downloadable error review CSV

Still out of scope here: relational lookups between objects, background job processing, resumable imports, and persisted import history.

1. Choose what to import

Each importer maps into the fields currently supported by the existing create forms.

2. Add CSV data

Paste CSV text directly or upload a .csv file.

3. Map CSV columns

Suggested mappings are prefilled from common column names. Adjust them before import.

🧭

No CSV parsed yet

Parse CSV input to review detected columns and map them into CRM fields.

4. Review and import

Only rows marked Ready will be imported.

Total rows
0
Ready
0
Imported
0
Invalid
0
Duplicates
0
Failed
0
đŸ“Ĩ

No rows ready for review

Parse CSV data first to generate a preview and import summary.