Bulk Import for Companies
You can now import Company records into CRM in bulk using a structured CSV-based workflow.
This feature allows you to create new companies or update existing ones with duplicate detection, field mapping, verification, and detailed import tracking — all within a guided 4-step flow.
⚠️ Currently available behind Labs.
Enable via: Settings → Labs → Company and Custom Object Import
What’s Included
- Bulk CSV import support for Companies
4-step guided flow: Start → Upload → Map → Verify
Option to:
- Create new companies
- Create & update existing companies
- Update existing companies
- Duplicate detection based on Company ID
- Smart column-to-field mapping with preview data
- Protection against overwriting fields with empty values
- Import review screen before execution
- Dedicated Bulk Actions – Companies page for tracking
- Detailed import statistics:
- Success
- Errors
- Warnings
- Downloadable import report for auditing
Why It Matters
- Speeds up CRM migrations
- Reduces manual company creation effort
- Improves data accuracy during onboarding
- Gives full visibility into import outcomes