Importing data
Move your existing data into Relaticle from CSV files, and fix anything the import wizard flags.
Everything about bringing data into Relaticle: preparing a CSV the wizard accepts on the first try, linking rows to the records you already have, and sorting out the values it flags along the way.
If you've never run an import, start with the walkthrough: Import your existing data.
Articles in Importing data
- Prepare your CSV file File requirements, column naming, and formatting rules that make an import succeed on the first try.
- What each record type needs Columns, relationships, and example CSVs for companies, people, opportunities, tasks, and notes.
- Update existing records with an import Match rows by ID, email, phone, or domain to update records in place instead of creating duplicates.
- Fix import errors What to do when an upload, mapping, or validation step fails, and how ambiguous dates are handled.
