Import CRM data with a smarter CSV workflow

What changed

CSV imports for Contacts, Jobs, and company Accounts now share a clearer mapping and review workflow, with smarter automatic field recognition and additional post-import actions.

Capabilities in this update

• Use a consistent CSV mapping experience for Contacts, Jobs, and Accounts
• Review column-to-field mappings before starting an import
• See how many records are ready before committing the import
• Automatically recognize common Contact headers
• Keep reusable Contact and Job header-to-field mappings for similar future CSV files
• Use a Smart Link Parser when importing Account links or websites
• Assign Account tags as part of the import workflow
• Like contacts, optionally queue automated data updates for imported Accounts that include