Importing data (contacts, leads, and companies

FlyCRM imports contacts, leads, and companies from CSV files. Each type has its own import screen and its own set of columns.

How the CSV must be structured

Every import file follows the same rules:

• First row = column headers. FlyCRM reads the header names to guess the mapping (for example a First Name column maps to the First Name field). You confirm or change the mapping before the import runs, so header names don't have to be exact — but clear headers save you work.
• One record per row. One contact, one lead, or one company per line.

Import companies first, then contacts and leads. A contact or lead can name its company in a Company column. If that company already exists it is linked; if not, FlyCRM creates it (when you have permission to create companies). Importing companies first keeps the data tidy and avoids half-filled company records

Required fields

A row must have enough to identify the record, or it is rejected:

Import type	Required (at least one of)
Contacts	First Name or Email
Leads	First Name or Email
Companies	Company Name

A completely empty row is skipped silently. Any other row missing its required field is reported as an error in the summary (it is not imported).

Contacts — columns

Screen: FlyCRM ▸ Contacts ▸ Import

CRM field	Suggested header	Required	Notes
First Name	First Name	one of these two
Email	Email	one of these two	Must be a valid address, e.g. jane@acme.com. A row whose email already exists is rejected (see Duplicates).
Prefix	Prefix		e.g. Mr, Ms, Dr
Last Name	Last Name
Phone	Phone		Free text, e.g. +49-30-5551-2087
Mobile	Mobile
Work Phone	Work Phone
Job Title	Job Title
Department	Department
Company	Company		Company name. Linked to an existing company or created if missing.
Date of Birth	Date of Birth		Use YYYY-MM-DD
Address Line 1	Address Line 1
Address Line 2	Address Line 2
City	City
State	State
Postal Code	Postal Code
Country	Country
Timezone	Timezone		e.g. Europe/Berlin
LinkedIn URL	LinkedIn URL
X (Twitter) URL	X URL
Website URL	Website URL
Source	Source		Where the contact came from
Source Detail	Source Detail

Example — contacts.csv:

First Name,Last Name,Email,Phone,Job Title,Company,City,Country
Lukas,Meyer,lukas.meyer@brightpath.io,+49-30-5551-2087,CTO,Brightpath Analytics,Berlin,Germany
Sofia,Ricci,sofia.ricci@harborfin.com,+39-06-5552-3391,Finance Manager,Harbor Financial,Rome,Italy

Leads — columns

Screen: FlyCRM ▸ Leads ▸ Import

CRM field	Suggested header	Required	Notes
First Name	First Name	one of these two
Email	Email	one of these two	Valid address; duplicates rejected.
Last Name	Last Name
Phone	Phone
Company	Company		Company name (stored on the lead; linked/created like contacts).
Job Title	Job Title
Website	Website
Score	Score		A whole number, e.g. 40
Source	Source		A lead source name — match an existing source such as Website Form, Referral, Cold Call, Trade Show, Partner, Email Campaign, Social Media.

Example — leads.csv:

First Name,Last Name,Email,Phone,Company,Job Title,Source
Camille,Dubois,camille.dubois@apexconsulting.fr,+33-4-5560-3321,Apex Consulting,VP of Sales,Website Form
Andreas,Schneider,andreas.schneider@vertexrobotics.de,+49-89-5561-7789,Vertex Robotics,Head of IT,Trade Show

Companies — columns

Screen: FlyCRM ▸ Companies ▸ Import

CRM field	Suggested header	Required	Notes
Company Name	Company Name	✅
Email	Email		Valid address; duplicates rejected.
Phone	Phone
Website	Website
Industry	Industry		e.g. Software, Healthcare
Employee Count	Employee Count		A number or a range, e.g. 11-50
Address Line 1	Address Line 1
Address Line 2	Address Line 2
City	City
State	State
Postal Code	Postal Code
Country	Country
Source	Source
Source Detail	Source Detail

Example — companies.csv:

Company Name,Email,Website,Industry,Employee Count,City,Country
Brightpath Analytics,info@brightpath.io,https://brightpath.io,Software,51-200,Berlin,Germany
Harbor Financial,info@harborfin.com,https://harborfin.com,Finance,201-500,Rome,Italy

Run the import

1. Go to the list for the type you're importing (Contacts, Leads, or Companies).
2. Download the CSV given and edit it with your lead/contact/company data.
3. Select Import and choose your CSV file.
4. Map the columns. For each CRM field, pick the matching CSV column; leave a field unmapped if the CSV has no column for it. Check the preview rows.
5. Select Import.

Every row ends up in one of three buckets, shown in the summary when the import finishes:

• Imported — the record was created.
• Skipped — the row was completely empty.
• Failed — the row was rejected, with the reason. A row fails when it:
  • is missing its required field (First Name or Email; Company Name for companies),
  • has an email that is not valid,
  • has an email that already exists (see below), or
  • has a value longer than the field allows (the report names the field and its limit).

Duplicates

FlyCRM checks the email against records of the same type. A row whose email already exists is rejected as an error — the existing record is left untouched and no copy is made. Import does not update existing records; it only creates new ones. To change records you already have, edit them in the app or use the record's own screens.

Rows without an email are never treated as duplicates, so importing the same no-email file twice creates the records twice.

Tips

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