CSV Import

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

How to import

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

During import

Imports run as background jobs, so you can close the page and return later.

• Progress is tracked in real time with a completion percentage
• You can cancel a running import at any time. Items already created are preserved.

After import

• View import history with row counts, success/failure breakdown, and status
• Rollback a completed import. This deletes all items created by that import in one operation.

Best practices

• Ensure your CSV has a header row with column names
• When creating a CSV Import source mapping, paste your CSV headers and Slate automatically detects the fields. Review the matches before confirming.
• If your pipeline has duplicate detection enabled, it applies row by row during import