CRM imports, exports, and reports

Import CSV data

Upload the CSV through Files and wait for the malware scan to finish. In CRM → Integrations, configure CSV, choose the clean file and an optional stable ID column, then map and preview the import.

The preview estimates creates, exact matches, updates, conflicts, and skips without changing CRM data. Free includes one import of up to 25 rows. Starter accepts up to 1,000 rows per job and Pro up to 10,000. CSV does not consume provider-connector capacity.

Export and merge

Exports and record merging require the acting member to have a Starter or Pro seat plus the matching workspace permission. Export a saved view or selected table rows as CSV. Merge always starts with a preview and requires conflicts to be resolved before applying it.

Reports

Reports show aggregate data and never return customer records or provider payloads. Free shows basic People, Organization, and Record totals. Starter adds workflow metrics, status and Segment breakdowns, and trends. Pro adds health, automation failures, approvals, Virtual Coworker failures, connector operations, and import detail.

Choose a reporting range of 30, 90, or 365 days. Use saved views when you need a filtered operational list rather than an aggregate report.