Data Import

The Data Import tool helps you migrate your information into the system and update your existing records in bulk. This video will demonstrate how to perform data import in EspoCRM.

Interactive demo — click through at your own pace

In this video guide, you’ll find out how to:

transfer multiple records at once;
configure import parameters for different entity types;
map fields with CSV columns correctly;
add default values to certain fields;
safely revert import results if something goes wrong.

Next step

Try it in EspoCRM

Open a working demo and follow the same steps in a real system.

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Accounts Contacts Leads Opportunity Tracking Calendar and Activities Data Import Using Print to PDF Reports and Analytics Data Export Security Roles Entity Manager Dynamic Logic Configuration Working Time Calendar Organization Meeting Scheduler Configuration Web-to-Lead Guide Customer Portal Administration Workflow Management Business Process Management (BPM)