Import from CSV

Bulk import items from CSV files with progress tracking and full rollback capability.

Step 1: Prepare your CSV

Make sure your CSV file has:

• A header row with column names
• One row per item
• Consistent data formatting

Example:

Name,Email,Phone,Deal Value,Source
Jane Smith,jane@example.com,+1234567890,15000,Website
John Doe,john@example.com,+0987654321,25000,Referral

Step 2: Create a source mapping

Before importing, you need a source mapping that defines how CSV columns translate to your pipeline fields.

1. Go to Settings → Company Settings → Source Mappings
2. Create a mapping and select CSV Import as the type
3. Paste your CSV headers or a sample row, and Slate automatically detects the fields
4. Map each detected field to a pipeline field (e.g., Name → Contact Name, Email → Email, Deal Value → Deal Value)

Review and adjust the automatically detected mappings as needed.

Step 3: Start the import

1. Go to Settings → Company Settings → CSV Imports
2. Select the pipeline and the source mapping you created
3. Choose how to handle duplicates (skip, update existing, or always create new)
4. Upload your CSV file (maximum 10 MB)
5. Click "Start Import"

Large imports run as background jobs, so you can close the page and return later. Progress is tracked in real time.

After the import

• View import history with row counts, success/failure breakdown, and status
• Cancel a running import at any time. Items already created are preserved.
• Rollback a completed import. This deletes all items created by that import in one operation.
• Failed rows are counted and displayed in the import history

Best practices

• Clean up your spreadsheet before importing. Remove blank rows and fix inconsistent data.
• Validate with a small test file (10-20 rows) before importing full datasets
• If you are importing from another CRM, export as CSV from that tool first