CSV Import

1

Prepare your data

To avoid creating duplicates, ensure your CSV includes the following fields:

• Companies: Company name, domain

• Contacts: Contact name, email address, company name, company domain

• Deals: Deal name, contact email, company domain

You can use this import template by:

1. Adding your records

2. Save each sheet as a CSV: File >> Download >> Comma Separated Values (.csv)

2

Import data

For importing data, you have two options:

1. Import each record type separately.

Note: You can do this under Records >> Companies/Contacts/Deals or Lists. If you import to lists, ensure the record types match, i.e., you can't import Companies to a Contacts list.

1. Import all CSVs at once by opening the URL https://app.zero.inc/add-workspace/YOURWORKSPACE/import

3

Map your fields and Import