Run an import

1. 1Open Import from the sidebar.
2. 2Upload the file. Drag and drop a CSV or Excel file here, or click to choose it. Accepted formats: .csv, .xls, .xlsx
3. 3Press Analyze File. DealJourney reads the columns and proposes a mapping.
4. 4Choose the kind of record you are importing.
5. 5Check the Mapping column by column — see "Match your columns to fields".
6. 6Decide what should happen to rows that match a record you already have — see "Avoid creating duplicates".
7. 7Continue to validation, review what it reports, and run it.

Prepare the file first. Three things account for most failed imports:

• • Make sure your file has a header row with column names
• • Use descriptive column names (e.g., "First Name" instead of "col1")
• • For dates, use formats like "2024-01-15" or "15/01/2024"

• Keep files under 5,000 rows for best performance A longer list is better split into several files, and splitting also means a mistake costs one batch rather than all of it.

Always run a small slice first. Take five rows into their own file, run the whole import, then open the records it created and look at them. Everything wrong with the mapping shows up in those five rows, and fixing it there costs nothing.