> For the complete documentation index, see [llms.txt](https://docs.zero.inc/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zero.inc/getting-started/data-import/csv-import.md).

# CSV Import

Two ways in: hand the file to Chat and let it do the work, or run the import yourself from a list or from workspace settings. Both go through the same pipeline, which deduplicates against what you already have, links contacts to their companies, and drops the results into a list.

## Import with Chat

Drop the file into [Chat](/getting-started/chat.md) and say what it is and where it goes — "import these contacts into the Q4 outreach list". Chat handles the rest:

1. Reads and cleans the file — fixes formatting, merges rows that are the same person or company, derives company domains from business email addresses, converts spreadsheets and other delimiters to CSV.
2. Shows a short data-quality report of what it found and fixed, proposes custom properties for columns that have no match, and waits for your confirmation.
3. Imports into a list you name, a new list, or an **Import from CSV** list it creates. Contacts get linked to their companies, and pipelines and stages named in a deals file are created if missing. Enrichment runs unless you say otherwise.

Chat offers to open the list so you can watch records arrive; progress also shows under **Past imports** on **Settings → Data → Import**.

## Import manually

{% stepper %}
{% step %}

### Prepare your data

Duplicates are avoided by matching on identifiers, so include them:

* **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](https://docs.google.com/spreadsheets/d/19S0jUQwulLzC4UX0bV-K_dEFcTpU14FI9MFg9IGoyhQ/copy) by:

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

Zero auto-detects the delimiter (comma, semicolon, tab, or pipe), so exports from other tools work too.
{% endstep %}

{% step %}

### Import data

Two options:

1. **Import into a list.** Open **Companies**, **Contacts**, or **Deals** under **Records & Lists** in the sidebar, or any list, open the `⋯` menu in the top right, and choose **Import from CSV** under **Import & Export**. One record type per list, so you can't import companies into a contacts list.

<figure><img src="https://storage.googleapis.com/zero-production-api-docs/images/csv_import_export_menu.png" alt="Import &#x26; Export menu with Import from CSV, Export as CSV and Import/Export history options"><figcaption></figcaption></figure>

2. **Import all CSVs at once from workspace settings.** Go to **Settings → Data → Import** and click **Import** on the **CSV** card, or open [https://app.zero.inc/YOURWORKSPACE/settings/workspace/import?source=csv](https://app.zero.inc/zero/settings/workspace/import?source=csv) (change YOURWORKSPACE to your workspace name). Here you can upload separate CSVs for companies, contacts, and deals in a single run.

<figure><img src="https://storage.googleapis.com/zero-production-api-docs/images/csv_import_settings_flow.png" alt="Import from CSVs screen with three dashed upload areas for companies, contacts and deals above a Next button"><figcaption></figcaption></figure>

CSV import is also a step in the sign-up wizard for a new workspace.

After uploading, click **Next**. Zero reads the headers and auto-maps as many columns as it can.
{% endstep %}

{% step %}

### Map your fields and import

Check the suggested mapping for each record type. **Map to column** adjusts one, and the **Example from CSV** values let you sanity-check it. If a column has no matching property, **Add new column** creates a custom property on the spot. Anything left unmapped is not imported.

Two options sit above the table:

* **If a duplicate is found** — **Skip**, **Update existing** (the default) or **Create new**, set per record type.
* **Auto-enrich imported records** — on by default, filling in missing emails, LinkedIn profiles and job titles. Uses credits; turn it off to import the rows as they are.

Click **Import**. It runs in the background — track it under **Past imports** on **Settings → Data → Import**, or via **Import/Export history** in a list's `⋯` menu.
{% endstep %}
{% endstepper %}


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