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Import your current contacts and deals

Updated 2026-08-10

In two lines: you upload a CSV file with your base and map each column to the CRM field. You can import Prospects, People, Companies and Deals separately.

What do I need before importing?

A CSV file where each row is a record and each column a piece of data (name, email, phone, company, etc.). Tips that avoid reprocessing:

  • One column per piece of data. Don't mix first and last name in the same cell if you want to separate them.
  • Keep the email or phone in its own column: they are the key for not duplicating contacts.
  • Start with a small test file to confirm the mapping before uploading thousands of rows.

How do I do the import?

  • In the CRM, go into the list you want to populate: Prospects, People, Companies or Deals.
  • Choose to import: the Import data wizard opens. In Upload file, load your CSV.
  • In the Mapping, indicate which CRM field corresponds to each CSV column. Columns you don't map are ignored.
  • Review the Preview step and confirm to import the rows.

The imported records are marked with Imported as their source, so you distinguish them from those that came in through your campaigns.

What happens if the contact already exists?

The importer recognizes duplicates by email or phone. What to do with them is up to you, in the Information step, inside the Behavior block, under Duplicates:

  • Merge data — fills the existing record's empty fields with the CSV values and adds the new labels, without removing the ones it already had.
  • Use without changes — links the row to the existing record without modifying any of its data. Useful when you're importing deals or history on top of people who are already loaded.
  • Skip duplicates — rows that match an existing record are not imported.

Merge data is deliberately conservative: emails, phones and labels are added (nothing is replaced), and the rest is filled in only where the field was empty — job title, country, website, LinkedIn, owner and your custom fields. If the person already had a job title, the CSV one doesn't overwrite it. First name, last name and company name are the exception: those do get updated with what the file brings. Labels, custom fields and owner apply when you import into People.

Before you confirm, the Preview step tags every row with what's about to happen: New, Duplicate → merge, Duplicate → unchanged or Duplicate → skip. Read that column and you'll know exactly what your file will do to the base.
The Do not contact flag is never modified by a merge. If someone asked not to receive communications, that stays in place even if the CSV says otherwise — an import can't undo an opt-out. Check what you're allowed to do with a purchased or third-party base in our Terms & Conditions before uploading it.
Importing data is reserved for CRM Managers or Admins. If you don't see the option, ask to be given that access.
Import Companies first, then People and lastly Deals: this way the deals can be linked to contacts and companies that already exist.

Next step: with your base loaded, organize it into your funnel with Build your sales funnel: pipelines, stages and quoting.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.