Bulk import companies from a CSV
Bring companies into JourneyCARE in bulk by uploading a CSV file, choosing an import mode, and mapping its columns to company fields. The import runs through a four-step wizard from Contacts > Companies, and every import is tracked in Bulk Actions while it processes.
CSV file requirements
Company imports accept CSV files only: a single-sheet CSV with headers in the first row and a maximum size of 30 MB. You need Admin access to run an import.
Only CSV (.csv) files are supported. Excel (.xlsx) files and Google Sheets links are not.
The file must contain only one sheet or tab.
The first row must contain headers, and headers should match existing standard or custom fields.
Required fields must contain valid values, and custom fields must already exist in the account.
For updates, the file should include the correct identifier, such as Record ID.
Test with a small file first before importing your full list.
Choose an import mode
Choose Create, Update, or Create & Update depending on what you want to do with the records in your file.
Mode | What it does |
|---|---|
Create | Creates new records only. Requires the Primary field. Does not update existing records. Duplicate handling follows unique-field rules when applicable. |
Update | Updates existing records only. Requires Record ID or unique fields in the case of custom objects. Rows without a matching Record ID or unique field are skipped. |
Create & Update | Creates new records and updates existing records. If Record ID or a unique field matches, the record is updated; if there is no match, a record is created. Unique-field rules apply when configured. |
Run the import
The wizard has four steps: navigate to the importer, upload your file, map the columns, and review before you start.
Navigate to the importer. Go to Contacts > Companies, click Import, select the Companies object, and click Next.
Upload the CSV file. Upload the file, choose the import mode, and if applicable select the unique field for deduplication. Click Next.
Map columns to fields. Map each CSV column to the correct CRM field and map all required fields. Leave unwanted columns unmapped if they should be ignored. Successfully mapped fields show a green indicator, while errors or warnings are highlighted. Configure Don't Update Empty Values: Enabled means blank CSV cells do not overwrite existing values; Disabled means blank cells clear existing values, except for restricted fields. Click Next.
Review and import. Review the data and mapping settings before starting, then click Start Bulk Import.
Imports cannot be undone or reversed. Validate your CSV before starting an import.
Duplicate handling and unique fields
When a company or custom object contains unique fields, select Record ID or one unique field as the deduplication field; this is required when multiple unique fields are mapped.
The system checks the other unique fields for conflicts. If a non-selected unique field conflicts, that row fails while the rest of the import continues.
Empty-value rules
The Primary field and required fields cannot be updated to empty; these protections prevent accidental data loss.
Common mistakes
Most failed imports come from a handful of avoidable file problems:
Missing required fields.
Blank primary field values.
Incorrect Record IDs in Update mode.
Unique-field conflicts.
CSV headers that do not match CRM field names.
Monitor the import in Bulk Actions
Every import is tracked in Bulk Actions, where you can watch its status, manage a running import, and review results after it finishes.
Statuses: Processing, Completed, Failed.
Pause, resume, or cancel a running import.
View detailed statistics and download error logs.
View import history.
Import limits
Only one custom object can be imported at a time, and system fields such as Created At cannot be modified through imports.