Content operations
Data Import Guide (CSV/Excel)
Comprehensive instructions for mapping, validation, and verification when importing data from any platform.
Description
An end-to-end resource for teams migrating from legacy systems or CRMs.
Step-by-step Instructions
Template preparation
Match your source data to our templates and check column naming and formats.
Field mapping
Use the mapping UI to align source columns to target fields; apply transforms if needed.
Validation & dry-run
Run a validation to surface issues without writing data. Fix, then proceed to live import.
Verification
Use post-import checks and reports to verify record counts, relationships, and duplicates.
Accessibility Notes
- •Sections have clear headings and summary lines
- •Tables and lists include proper semantics
Frequently Asked Questions
Which file formats are supported?
CSV and Excel are fully supported. UTF‑8 encoding is recommended for CSV files.
Can I run a dry-run without writing data?
Yes. Use validation-only mode to generate a report before committing changes.
Helpfulness
Related guides
- Bulk Upload Readiness Checklist
Confirm your environment and prerequisites to ensure a smooth, error-free import before migrating your data.
- Bulk Upload Quick Start
Import your data in minutes using the fastest path: template → map → upload → review.
- Bulk Upload User Guide (Advanced)
Detailed walkthrough of advanced mappings, deduplication rules, error categories, and retries.
