CSV Import
Stop migrating contacts one by one. With CSV Import, you can bring your entire database into Positive User in minutes: contacts, deals, companies, and custom attributes. Map your fields, preview your data, and import with confidence.
Migrate Your Entire Database in Minutes
No-Code Data Import
Upload your CSV file and let Positive User do the heavy lifting. Map columns to contact attributes through a visual interface, preview your data before importing, and launch. No developer needed.
Smart Field Mapping
Positive User automatically detects common fields like email, name, and phone number. Map custom attributes, create new ones on the fly, and define default values for missing data. All from the import wizard.
Import More Than Just Contacts
Go beyond basic contact lists. Import deals into your CRM pipeline, add company profiles, and enrich existing records with new data points. One file, multiple use cases.
Three simple steps to get started
Prepare Your CSV File
Format your data with column headers matching your Positive User attributes. Make sure your file uses UTF-8 encoding and includes a unique identifier like an email address.
Upload and Map Your Fields
Go to Settings > Importers, upload your file, and use the visual mapper to match CSV columns to Positive User attributes. Add tags to organize your imported records.
Preview and Import
Review the data preview to verify the mapping is correct, then launch the import. Positive User processes your file and creates or updates records automatically.
Popular implementation guides
- Users Import via CSV: Step-by-step tutorial for importing your contact database, including field mapping and tag management. Read Guide →
- CSV Import Troubleshooting: Solve common import issues: encoding errors, duplicate handling, formatting problems, and field mapping conflicts. View Tutorial →
- Deals Import via CSV: Learn how to migrate your sales pipeline with deal records, associated contacts, and custom deal attributes. View Tutorial →
- Preparing Your CSV File: Best practices for formatting your file: UTF-8 encoding, column headers, date formats, and handling special characters. View Tutorial →
- Updating Existing Contacts: How to use CSV import to bulk-update contact attributes without creating duplicate records. View Tutorial →
- Importing Company Data: Add company profiles and link them to existing contacts for a complete B2B view of your database. View Tutorial →
Frequently Asked Questions
What file format is supported?
Positive User accepts .CSV files with UTF-8 encoding. Make sure your file is properly formatted with consistent column headers and no merged cells.
Do I need coding skills to import data?
No. The entire import process happens through Positive User's visual interface. Just upload your file, map your columns, and import.
What happens if a contact already exists?
Positive User matches records by email address. If a contact already exists, their profile is updated with the new data. No duplicates are created.
Is there a file size limit?
Large files are supported, but for optimal performance we recommend splitting files over 100,000 rows into smaller batches. Check your plan's contact limits before importing.
Can I import custom attributes?
Yes. During the mapping step, you can map CSV columns to existing custom attributes or create new ones directly from the import wizard.
What data can I import beyond contacts?
You can import contacts (users), deals for your CRM pipeline, and company profiles. Each has its own import flow accessible from Settings > Importers.
Can I undo an import?
There is no one-click undo, but you can use tags assigned during the import to identify and bulk-delete imported records if needed. We recommend testing with a small sample file first.
How do I handle special characters and accents?
Ensure your CSV file is saved with UTF-8 encoding. This preserves accented characters (é, ü, ñ, etc.) and special symbols correctly during import.
Can I schedule recurring imports?
CSV import is a manual process. For automated, recurring data sync, consider using the Positive User API or native integrations with your data source.
What if my import fails?
Check the troubleshooting guide for common issues. Most failures are caused by encoding problems, missing required fields, or incorrect date formats. Our support team can also help diagnose import errors.