Bookings

Import existing CRM data

Review a mapped dry run before committing imported records.

1. Open Tools → Imports and choose the available source format.
2. Upload the supported export file and map source columns to the destination fields.
3. Run validation and inspect rejected rows, duplicates, and reconciliation results.
4. Correct source data or mapping, rerun the dry run, then commit the reviewed import.
5. Keep the original export and import report. Review the batch results before any rollback.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.