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Overview

The data import wizard (sometimes called migrations) brings external data (exports from Salesforce, HubSpot, Attio, or a spreadsheet) into Custral as objects and records. You upload one or more CSV files, map each column to a property, optionally run a small test, then execute the full import. Find it under Migrations → Import Data.

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How it works

The wizard moves through five steps, tracked on the import session’s status:
1

Upload

Upload one or more CSV files. Custral parses the headers and a sample of rows to drive the next step.
2

Map

Map each column to an existing property or create a new one. Custral pre-fills mappings from common header names (e.g. “Email Address” → Email) and infers a property type from the header and sample data. You can target an existing object or create a new object per file, mark a column as the identity column, skip columns, and link files together with relations.
3

Preview

Review how the mapped data will land before anything is written.
4

Run

Run a test against a small sample first, or execute the full import. Processing happens in the background.
5

Review

The completion screen reports Total / Imported / Failed row counts, any new objects, properties, and relationships created, a per-row error list, and a timeline. From here you can Undo a completed import or Retry a failed one.

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Identity columns & upserts

Marking a column as the identity column lets Custral match incoming rows to existing records by that value instead of always creating new ones, the way to update records on re-import rather than duplicate them.

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Relations between files

When importing related files (e.g. Contacts and Companies) in one session, map a relation from a column in one file to a column in another so Custral links the resulting records.

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Undo

A completed import can be undone from the completion screen or history. Undo deletes the records created in that session, so a bad mapping is recoverable.

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History

The screen opens on import history, every past session with its status. Select a session to resume it (re-mapping, retrying, or reviewing results).

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Troubleshooting

Imports run in the background; large files keep processing after you leave the screen, check Migration History for status.
  • Objects: where imported records live.
  • Properties: the column types you map to.
  • Jobs: background job status.