Account and contact import

You can upload and manage accounts and contacts by importing data from CSV files.

Import data

1. Go to the top-right corner of the Accounts and Contacts vista and click the ⚡ button.

2. Click Download sample CSV. The sample CSV file includes all the necessary headers and sample values supported by DevRev.

3. Open the downloaded sample CSV file. Fill in the required headers and values as specified in the sample CSV.

   

   Columns with headers that do not conform to the predefined schema will not be imported.

4. In the dialog box, upload the populated CSV file.

5. (Optional) Configure import settings.

   • Add tags to identify new imports: Attach any existing tags to new imports for easy identification post-import.
   • Update existing accounts: Select to update existing accounts by appending new values, rather than creating new objects.

6. Click Import to initiate the process. Notifications about successful imports and any errors will appear in the form of toasts at the bottom left.

CSV file requirements

Mandatory fields

To ensure a successful import, certain fields are required.

Accounts:

• display_name

• external_refs (a unique identifier for the account, such as the company's website domain.)

Contacts:

• display_name
• external_ref (a unique identifier for the contact, such as a database identifier or an email address.)
• account_external_reference (the external reference of the contact's parent account)

Array fields

For fields that accept multiple values, such as owners and industry, values should be separated by commas (,). For example, Agriculture and Forestry should be written as Agriculture,Forestry.

If a value contains a comma, enclose it in backticks. For example, enter "Rail, Bus & Taxi" as `Rail, Bus & Taxi`.

Tags

Ensure all tags listed in the CSV file already exist within the application. Tags are not created automatically during the import process to prevent errors and maintain control. For example, if your CSV contains a tag in the tags.name column such as Q3FY25_CSS_Forum_Bay_Area, ensure to create the tag in the system first.

Owner fields

For accounts, owner information must be provided in email format. Avoid using names or display names.

Limitations

The CSV import feature currently supports a maximum of 500 rows per request. For larger datasets, split the CSV into smaller files containing up to 500 rows each.

Troubleshooting

The following table describes the errors you may encounter during import and how to troubleshoot them: