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Overview of imports

Last updated: March 6, 2026

Available with any of the following subscriptions, except where noted:

All products and plans

Use import tools to create and update records and activities in bulk using spreadsheet files. Depending on where you are in the import process, review what you need to get started, format your file, select your import method, or review and manage your import.

Before you get started

Understand import terminology and processes.

Prepare your import files

Format your import files.
Download sample import files.
Generate a custom example file based on the objects you want to import.

Import your data

Review and manage an import

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