Import records
Bring contacts, companies or deals in from a spreadsheet. Nothing is saved until the last step.
- 01Upload
- 02Map columns
- 03Review
- 04Import
Upload a file
CSV or XLSX, up to 25,000 rows. The first row must be column names.
booth-scans-oct.csv
18 KB · 64 rows · 8 columns · uploaded 12 min ago
- ✓Upload
- 02Map columns
- 03Review
- 04Import
Map columns to contact fields
7 of 8 columns matched. Check the suggested ones before you continue.
booth-scans-oct.csv
Column in fileSampleKestrel fieldMatch
- First Namee.g. WrenExact
- Last Namee.g. CastellanoExact
- Work Emaile.g. wren@larkspur.exampleSuggested
- Companye.g. Larkspur DairyExact
- Job Titlee.g. Head of OperationsSuggested
- Phonee.g. +1 (608) 555-0161Exact
- Badge Notese.g. Wants plant dashboardsSuggested
- Scanned Ate.g. 2026-09-30 14:22Skipped
- ✓Upload
- ✓Map columns
- 03Review
- 04Import
Review
First 6 of 64 rows. Existing contacts are matched by email and updated, not duplicated.
- New contacts
- 57
- Updates
- 5
- Skipped
- 2
| Name | Company | Result | |
|---|---|---|---|
| Wren CastellanoHead of Operations | wren@larkspur.example | Larkspur Dairy | New |
| Lena HoffmannData Platform Lead | lena@zephyrmobility.example | Zephyr Mobility | Update Lena Hoffmann |
| Dmitri ValeVP Engineering | dmitri@cobbleworks.example | Cobbleworks | New |
| Priscila MoraesAnalytics Manager | — | Tallgrass Outfitters | Skip · Missing email |
| Jonah PellCOO | jonah@saltbox.example | Saltbox Coffee | New |
| Caleb MossIT Director | caleb@brightwaterhealth.example | Brightwater Health | Update Caleb Moss |
- ✓Upload
- ✓Map columns
- ✓Review
- 04Import
Import
Final options. You can undo an import for 7 days from Settings.
Imports run as Dana Okafor. Large files keep importing in the background; you’ll get a notification when they finish.