# Import from another CRM — Stacks help

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

Markdown version of https://stackscrm.com/features/import-crm-records — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt

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#### Getting started

- [Create your account](https://stackscrm.com/features/create-account-set-up-workspace)
- [Invite your team](https://stackscrm.com/features/invite-team-set-roles)
- [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour)

#### CRM

- [Import your contacts](https://stackscrm.com/features/import-contacts)
- [Add a contact](https://stackscrm.com/features/add-contact)
- [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags)
- [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline)
- [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts)
- [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form)
- [Export your contacts](https://stackscrm.com/features/export-contacts)

#### Email marketing

- [Send a campaign](https://stackscrm.com/features/send-email-campaign)
- [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence)
- [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms)

#### Reviews

- [Request a review](https://stackscrm.com/features/request-customer-reviews)
- [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai)
- [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget)

#### Invoicing

- [Create an invoice](https://stackscrm.com/features/create-and-send-invoice)
- [Send an estimate](https://stackscrm.com/features/send-estimate-quote)
- [Get paid online](https://stackscrm.com/features/payment-links)
- [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices)
- [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit)
- [Projects & billable time](https://stackscrm.com/features/bill-project-time)
- [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions)

#### Scheduling

- [Set your availability](https://stackscrm.com/features/set-availability-take-bookings)
- [Create an appointment type](https://stackscrm.com/features/create-appointment-type)
- [Share your booking link](https://stackscrm.com/features/share-embed-booking-link)

#### Support

- [Manage support tickets](https://stackscrm.com/features/manage-support-tickets)

#### Tasks & time

- [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks)
- [Track & bill time](https://stackscrm.com/features/track-and-bill-time)

#### AI & automation

- [Turn on AI](https://stackscrm.com/features/turn-on-ai)
- [Build an automation](https://stackscrm.com/features/build-an-automation)

#### Connecting your tools

- [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments)
- [Connect email provider](https://stackscrm.com/features/connect-email-provider)
- [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms)
- [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile)
- [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc)

#### Workspace and additional guides

- [Review agent approvals](https://stackscrm.com/features/review-agent-approvals)
- [Manage companies](https://stackscrm.com/features/manage-companies)
- [Import from another CRM](https://stackscrm.com/features/import-crm-records)
- [Manage email templates](https://stackscrm.com/features/manage-email-templates)
- [Manage appointments](https://stackscrm.com/features/manage-appointments)
- [Set up standing appointments](https://stackscrm.com/features/recurring-appointments)
- [Review feedback reports](https://stackscrm.com/features/review-feedback-reports)
- [Create review story images](https://stackscrm.com/features/manage-review-stories)
- [Configure customer reviews](https://stackscrm.com/features/configure-reviews)
- [Manage workspace settings](https://stackscrm.com/features/workspace-settings)
- [Manage the product catalog](https://stackscrm.com/features/manage-products)
- [Configure email alerts](https://stackscrm.com/features/configure-email-alerts)
- [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access)
- [Read API activity](https://stackscrm.com/features/api-activity)
- [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks)
- [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits)
- [Read workspace activity](https://stackscrm.com/features/workspace-activity)
- [Request help from Stacks](https://stackscrm.com/features/request-platform-help)
- [Triage platform requests](https://stackscrm.com/features/platform-request-triage)

[Help guides](https://stackscrm.com/features)

# Import from another CRM

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

## Prepare access

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.

## Monitor the job

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.