Importing Contacts via CSV

The Fund Flow data importer lets you migrate an existing investor database into your CRM in minutes. Uploads are processed in batches of up to 10,000 records, with AI auto-mapping to reduce manual column matching.

Plan Limits

Your plan determines how many total contacts you can store. Attempting to import beyond your limit will be blocked before processing begins.

Preparing Your CSV

A well-formatted CSV file reduces mapping errors and speeds up review.

Required Columns

• name — Full name or first + last name in separate columns (both accepted)
• email — Must be a valid email address; used as the unique identity key

Recommended Columns

• phone — E.164 format preferred (+15551234567), but plain numbers are parsed automatically
• pipeline_stage — Values such as Lead, Contacted, Soft Commit, Committed
• tags — Comma-separated list within the cell, e.g., "VIP,High Net Worth"
• accredited — true / false / yes / no
• target_irr — Numeric percentage (e.g., 12.5)
• risk_tolerance — Conservative, Moderate, or Aggressive
• notes — Free-text; appended to the contact's activity log

CSV Template

Download the official template to guarantee header compatibility:

1. Navigate to CRM > Contacts.
2. Click Import > Download Template.
3. Fill in your data and save as .csv (UTF-8 encoding).

Running the Import

Step 1 — Upload File

1. Go to CRM > Contacts > Import.
2. Drag and drop your CSV file, or click Browse to select it.
3. The system validates file format and displays a row count preview.

Step 2 — Field Mapping

Fund Flow's AI mapper reads your column headers and suggests the best match from the Fund Flow field list. Review each mapping in the table:

• Green — high-confidence auto-match (>90% confidence)
• Yellow — plausible match, confirm before proceeding
• Red / Unmapped — no match found; manually assign from the dropdown or mark as "Skip"

Step 3 — Duplicate Handling

Before writing records, the importer checks for existing contacts by email address (case-insensitive).

The default is Skip duplicates, which is safest for a first import.

Step 4 — Preview & Confirm

A sample of the first 10 rows is shown with resolved field values. Verify that names, emails, and stages look correct, then click Start Import.

Large batches (>1,000 rows) run as a background job. You will receive an in-app notification and email when processing completes.

Post-Import Review

After import, a summary screen reports:

• Imported — new records created
• Updated — existing records modified (if "Update existing" was selected)
• Skipped — duplicate rows left unchanged
• Errors — rows with missing required fields or invalid values

Click Download Error Report to get a CSV of failed rows with an error_reason column. Fix the issues and re-import only the error rows.

Frequently Asked Questions

How do I import more than 10,000 contacts at once? Split your file into chunks of 10,000 rows or fewer and run multiple imports. Each batch is processed independently.

Can I import custom fields? Yes. Any unmapped column can be assigned to a custom contact field if you have created it first under Settings > Custom Fields.

What happens if I import the same file twice? With the default "Skip duplicates" setting, the second import adds zero records. No contacts are modified or duplicated.

Does import count against my monthly AI token usage? Auto-mapping uses a small number of AI tokens for header analysis, but it is not billed — it runs from a reserved system allocation.

How do I undo an import? There is no single "undo import" button. Use the Error Report to identify incorrect rows, then delete or edit those contacts individually from the Contacts list.