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Importing from CSV
A guided import for contacts, companies and deals — upload, map columns, watch it run.
Settings & dataabout 6 min
By the end you'll be able to
- Map a spreadsheet onto Zenia records without guesswork
- Import a HubSpot export with its associations intact
- Read the result and understand what was skipped
Walk through it
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Contacts, companies and deals each have their own importer, reached from the "Import CSV" button on that list. Import companies before the contacts and deals that reference them, so the links land.
Good to know
- Importing history does not enrol people into automations: when a source loads records for the first time, their existing status is treated as history, not as something that just happened.
- Lifecycle stage is not set by import for records that come from a connected system — that field is owned upstream.
Common questions