Bulk Import

Bulk import helps teams create or update many records at once from a CSV file.

Import is available on Accounts and Contacts only.

Navigation

• Accounts: /accounts
• Contacts: /contacts

Start the import from the Accounts or Contacts list.

Import Flow

1. Open Accounts or Contacts.
2. Upload a CSV file.
3. Map CSV columns to Kestrio fields.
4. Preview parsed rows.
5. Choose skip or update for existing matches.
6. Run the import.
7. Review created, updated, skipped, and failed rows.

Field Mapping

During mapping, match each CSV column to the correct Kestrio field.

Tips:

• Map required fields first.
• Use the same format as the target field expects.
• Use exact names, numbers, or emails where possible.
• Avoid duplicate columns with conflicting values.

Conflict Handling

Strategy	Use it when
Skip	You want to leave existing records unchanged.
Update	You want matching existing records to be updated.

If you are unsure, use skip first and review the result.

Preview and Validation

The preview step helps catch common issues before data is written.

Watch for:

• Missing required fields.
• Invalid dates.
• Invalid emails.
• Unknown related records.
• Duplicate rows.
• Values that do not match allowed options.

Import Results

After an import, review:

• Created rows.
• Updated rows.
• Skipped rows.
• Failed rows.
• Row-level errors.

Fix failed rows in the CSV and import again when needed.

Best Practices

• Test with a small file first.
• Keep one record type per CSV.
• Use clear column names.
• Keep a backup of the source file.

Related Docs

• Accounts and Contacts
• Accounts and Contacts Field Reference