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Integrations

CSV Import

Upload a spreadsheet, map its columns to Muntri fields, dedupe, and watch the import job run to completion.

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How it works

CSV import is the quickest way to bulk-load records. You upload a file, tell Muntri which column maps to which field, and it processes the rows in the background — validating, deduping and numbering every record as it goes.

Choose what you're importing. Leads, contacts, accounts or opportunities.

Upload your CSV. UTF-8 encoded, one record per row.

Map columns. Match each CSV column to a Muntri field. Download a template to get the headers right.

Run & track. The import runs as a background job — follow its status until it's done.

flowchart LR
  A[Upload CSV] --> B[Map columns]
  B --> C[Validate & dedupe]
  C --> D[Import job runs]
  D --> E[Records live]
  classDef n fill:#ffffff,stroke:#2563eb,stroke-width:1.5px,color:#0B1024;
  class A,B,C,D,E n;

What you can import

Column Maps to Required
email email one of email / first_name / last_name
first_name first_name —
last_name last_name —
company company —
title title —
phone phone —
source source —
Column Maps to Required
email email one of email / first_name / last_name
first_name first_name —
last_name last_name —
title title —
phone phone —
lifecycle_stage lifecycle_stage —
lead_source lead_source —
Column Maps to Required
name name yes
domain domain —
industry industry —
employee_count employee_count —
annual_revenue annual_revenue —
Column Maps to Required
name name yes
account_id account yes (must already exist)
amount amount — (must be ≥ 0)
currency currency — (defaults to USD)
description description —

Grab a template

Muntri provides a header template for each type so your columns line up on the first try. Match your spreadsheet to it, or map columns manually during upload.

Clean by construction

Every imported record goes through the same checks as everything else in Muntri — so a bulk import never leaves your data messy.

  • Proper numbering

    Each record gets its sequence number (CON-XXXX, OPP-XXXX, and so on).

  • Deduplication

    Leads are checked against existing records so imports don't create clutter.

  • Relationships validated

    An opportunity import requires its account to already exist — no orphans.

  • Source tracked

    Imported records are tagged as coming from a CSV import, so you always know their origin.

Track the job

Imports process asynchronously. Follow the job's status from the import screen — it reports total rows, how many have processed, and any errors — until it completes.

Need to move a whole CRM?

For accounts, contacts, deals and their history from another system, use CRM Migration instead — it connects to the source and maps fields for you.