In order to import contacts, companies or deals into the CRM, we'll need to have our data stored in CSV files. During the import process, you'll have the option to map the columns of your CSV to properties in the CRM. To make this go as smoothly as possible, make sure your CSV file is organized into columns with clear headers.
The files below give a basic example of what this should look like for contacts, companies and deals respectively.
You can add and rearrange columns as needed. If you have a column that does not have a corresponding property in the CRM, you will be prompted to create a custom property for it. For more information on the import process, click here.