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TradeGo AI platform overview Get started with TradeGo AI Choose the right TradeGo AI product Prepare your company and product data Navigate TradeGo AI, confirm team access, and change language TradeGo AI glossary Develop potential buyers with TradePilot Work from TradePilot Today Manage development accounts in TradePilot Import potential buyers into TradePilot Use the TradePilot buyer workspace Handle customer replies and prepare quotations Transfer a qualified TradePilot buyer to CRM Manage customers and opportunities in Smart CRM Open Smart CRM from TradeGo AI Create and manage people in Smart CRM Create and manage companies in Smart CRM Track opportunities in Smart CRM Manage tasks and notes in Smart CRM Use Smart CRM lists, boards, filters, and record views Create and manage Smart CRM custom fields Import Smart CRM records from CSV Review Smart CRM import history and errors Create your company workspace Build reusable customer profiles Add and maintain product assets Create sales playbooks Review and manage Personal AI Memory Verify email addresses Optimize content for generative search Draft a customer email reply Create and review social copy Generate product catalogs Analyze a landing page Generate a proforma invoice Research, draft, and publish SEO content Create B2B product image sets Build enterprise video scripts Install and use TradeGo AI Translator Review contract risks with TradeShield Enrich and manage lead ads Create and manage quotations Create videos in Video Lab Format WooCommerce product content Use the Mail Workspace Connect an email account Connect applications to TradePilot Review and troubleshoot application connections Manage your profile and language Understand teams, roles, and product access Understand plans, subscriptions, and credits Top up credits and redeem a promotion code Review AI usage and billing records Review orders, payments, and receipts Join and manage the affiliate program Protect customer data and credentials Resolve sign-in, SSO, team, and 403 errors Research companies and markets with TradeClaw Write an effective TradeClaw research request Review TradeClaw sources and evidence boundaries Manage TradeClaw conversations and saved results Continue and share a TradeClaw research session Understand TradeClaw usage, credits, and limits Find and use products in Tool Market Resolve team and product access issues Manage Subscriptions, Credits, and Billing Records Protect customer data and account credentials TradeGo AI FAQ and support Resolve failed tool runs, missing results, and credit questions

#Review Smart CRM import history and errors

Import History records each CRM import so you can distinguish completed work from failed rows and correct data without repeating a whole import blindly.

#Who this is for

Use this guide after a CSV import, especially when the result includes failed or unexpected rows.

#Open Import History

Open Import History in CRM and select the relevant import. Review the entity type, status, row totals, and any failed-row information. Check a small sample of created CRM records to confirm the mapping produced the intended values and links.

#Correct failures safely

Download or inspect failed rows when available. Correct the source value, date or number format, required relationship, invalid choice, or field mapping that caused the problem. Then import only the corrected records when possible.

Do not repeat a complete file merely because one row failed; first identify which rows succeeded and which need correction.

#FAQ

#What should I do after an import finishes?

Open Import History, check the status and row results, then inspect the relevant CRM records before treating the import as complete.

#Should I upload the same full CSV again after errors?

Correct the failed rows or mapping first and re-import only the intended corrected records when possible, so successful records are not unnecessarily repeated.

Last updated: 2026-08-27

Import Smart CRM records from CSV

Import People, Companies, Opportunities, Tasks, or Notes from CSV by selecting the correct entity, mapping columns, reviewing values, and confirming the import.

Manage customers and opportunities in Smart CRM

Open Smart CRM through TradeGo AI, maintain the five core record types, use views and custom fields, import CSV data, and continue qualified TradePilot buyers.

Create and manage Smart CRM custom fields

Add a custom field only for a shared business fact, choose its entity and type carefully, and keep labels and options consistent for the team.