# Import Smart CRM records from CSV

The Smart CRM Import Wizard guides a CSV through Upload, Map, Review, and Import so records and relationships can be checked before they are created.

## Who this is for

Use this guide when an existing CSV needs to enter Smart CRM in bulk.

## Start the correct import

Open the import action for **People**, **Companies**, **Opportunities**, **Tasks**, or **Notes**. Choose the entity that owns each CSV row; do not use a company import for contact rows or an opportunity import for general notes.

## Upload, map, review, and import

1. Upload the CSV file.
2. Map each source column to the correct standard or active custom field.
3. Skip a column when it should not enter CRM.
4. Review the mapped values and relationship choices.
5. Confirm the import only when the preview is accurate.

After processing, inspect Import History instead of assuming every row succeeded.

## FAQ

### Which CRM records can I import?

The Import Wizard provides separate flows for People, Companies, Opportunities, Tasks, and Notes.

### Should I import before checking duplicates?

Review existing CRM records and the mapping first. The wizard's review step is the place to catch wrong entity choice or column mapping before import.

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Canonical HTML: https://app.tradegoai.app/docs/smart-crm-import-csv
Last updated: 2026-08-27

Related documentation:
- [Manage customers and opportunities in Smart CRM](https://app.tradegoai.app/docs/smart-crm)
- [Create and manage Smart CRM custom fields](https://app.tradegoai.app/docs/smart-crm-custom-fields)
- [Review Smart CRM import history and errors](https://app.tradegoai.app/docs/smart-crm-import-history-errors)