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:

1. Create new companies
2. Create & update existing companies
3. 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