Help guides

Import from another CRM

Use Import from CRM for the source systems listed on that screen. CSV contact import is a separate workflow.

What access do you need to import?

Use a credential for the source workspace you intend to import. Keep it private. You need CRM import permission and the underlying record-write permissions.

Verify and map

Choose a supported source, verify its credential, then review the field mappings before starting. Verification checks access; it does not itself import records.

How do you know the import completed?

Starting creates a background job. Watch progress and reported errors; a queued job is not a completed import. Background workers must be running. Review imported records before relying on them.

Reviewed against the application on September 11, 2026. Available actions depend on your role and workspace configuration.