Importing Data¶
Bring your existing data into Outsprint using CSV file uploads, the HubSpot migration wizard, or the REST API.
Import Methods¶
Navigate to Settings > Import / Export to access three import options:
| Method | Best For |
|---|---|
| HubSpot | Migrating your entire CRM from HubSpot (see HubSpot Migration) |
| CSV File | Importing spreadsheet data from any source |
| API | Programmatic data loading via the REST API |
CSV Import¶
Step 1: Upload Your File¶
- Click Upload under the CSV File card
- Select the entity type: Contacts, Companies, Deals, or Tickets
- Upload your CSV or TSV file (UTF-8 encoded, max 50 MB)
Requirements:
- First row must contain column headers
- Maximum ~500,000 rows per file
- Download the sample template for reference
Step 2: Map Fields¶
After uploading, the field mapping screen appears. Outsprint auto-matches common headers (Name, Email, Phone, Company) to the corresponding fields. For unmatched columns, you can:
- Map to an existing field from the dropdown
- Create a new custom property on the fly
- Skip the column
Step 3: Preview and Validate¶
Before starting the import, you will see:
- A preview of the first 5 rows with mapped fields
- A validation summary showing valid, warning, and error counts
- Duplicate handling options: Skip duplicates (match by email), Update existing (overwrite), or Create all
Step 4: Import¶
Click Start Import to begin. Progress is tracked in real time. If you navigate away, the import continues in the background and you can check its status from the Import History section.
Import History¶
View all past imports with their source, entity type, record count, status, and date. Click View on any import to see detailed stats including error logs.
Pro Tip
You can undo an import within 24 hours. Open the import detail view and click Undo import to delete all records created by that import.
Permissions¶
- Admin and Manager roles can import data
- Member role cannot import