Importing contacts and companies

FlyCRM imports contacts and companies from a CSV file. This page prepares the file, maps the columns, handles duplicates, and runs the import.

CRM concept: A CSV is a plain spreadsheet saved as text, with one record per row and one field per column. Almost every tool can export a CSV, so it is the standard way to move records between systems.

Prepare the CSV file

1. Export your data from the other tool as a CSV file.
2. Make sure that the first row holds column headers, for example First Name, Email, Company.
3. Make sure that each row is one contact or one company.
4. Save the file.

Note: Import contacts and companies in separate files. Import companies first, then contacts, so the contacts can link to companies that already exist.

Run the import

1. Go to FlyCRM > Contacts (or Companies).
2. Select Import.
3. Choose your CSV file.
4. Continue to the mapping step.

Screenshot needed: The import screen with a CSV file chosen and a Continue button. Highlight the file selector.

Map the columns

Field mapping tells FlyCRM which CSV column fills which CRM field.

1. For each CRM field, choose the matching CSV column.
2. Leave a field unmapped if the CSV has no column for it.
3. Review the preview rows to confirm the mapping looks right.
4. Select Import.

Screenshot needed: The column-mapping step showing CSV columns matched to CRM fields, with a preview of the first few rows. Highlight two mapped columns.

Handle duplicates

FlyCRM detects duplicates during import. A duplicate is a record that matches one you already have, usually by email. Choose how to handle a match:

• Skip — keep the existing record and ignore the row.
• Update — fill the existing record with the new data.

Choosing the right option keeps one profile per person and per business.

Check the result

When the import finishes, FlyCRM shows a summary: how many records it created, updated, and skipped. Open the contacts or companies list to confirm the new records are there and the fields are correct.

CAUTION: Test with a small file first. Import ten rows, check the result, then import the full file. A wrong mapping is easier to fix on ten rows than on ten thousand.