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Moving to Custral from another tool? You don’t have to start from a blank workspace. Custral’s data import wizard brings your existing data (exports from Salesforce, HubSpot, Attio, or a spreadsheet) into your objects and records with guided column mapping, a test run, and one-click undo.

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How it works at a glance

You export your data as CSV files, upload them, tell Custral which column maps to which property, preview the result, and run the import. Custral does the heavy lifting in the background.
1

Export from your old tool

Export your contacts, companies, deals, or tickets as CSV files. One file per type works best.
2

Upload

In Custral, go to Migrations → Import Data and upload your CSV files.
3

Map columns to properties

Match each column to an existing property, or create a new one on the spot. Custral pre-fills common mappings (like “Email Address” → Email) and guesses each column’s type. You can target an existing object or create a new one per file, mark an identity column to avoid duplicates, and link files together with relations.
4

Preview and test

Review how your data will land, then optionally run a test against a small sample before committing.
5

Run the full import

Execute the import. If something looks off afterward, you can undo it in one click.
Importing related data (contacts and the companies they belong to)? Upload both files and link them with a relation during mapping so the connections come across intact.

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Import from the assistant

You can also import without opening the wizard: drop a CSV or Excel file onto the ⌘I assistant and ask it to import. The assistant creates the import, auto-maps the columns, and shows you the same column mapper inline to review. How many records would be created vs. updated, and any new objects or properties it would add. Adjust anything, then click Run import (or Test 10 rows first). If you’ve imported a file with the same columns before, the assistant recognizes the shape and reuses the mapping automatically. A recurring import (“this week’s leads”) becomes one click, no re-mapping. It notes when it does this (“matches your Contacts import, used 3×”).

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Troubleshooting

The file has to be attached to the same message you ask to import in. Drop the CSV/Excel onto the composer, then send “import this”. Importing isn’t available on a follow-up turn once the attachment has scrolled off.
A mapping is only remembered after a full import completes (not a test run), and it’s matched on the column-header set and the target object, a renamed column or a different object is treated as a new shape. Very first import of a new file always maps from scratch.
Check the column mapping. An unmapped or skipped column imports nothing. If you’re updating existing records, make sure an identity column is set so rows match instead of duplicating.
Every import can be undone in one click from the import screen. It removes the records, properties, and objects that import created. Fix the mapping and run it again.

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Next steps

Once your data is in, shape it with views and dashboards, connect your email and phone channels, and set up automations to keep it current.

Full import guide

Step-by-step details, column mapping, test runs, and undo.

Objects & records

Understand the data model your import lands in.

Workspace setup

Configure your workspace before or after importing.

Quickstart

The full first-time setup path.