Data Import
Bring existing Contacts and Deals into ACOS from a CSV export of your old CRM or spreadsheet. Nothing is written until you confirm the column mapping and preview.
Where to Import
Go to Settings → Import. There are two tabs — Contacts and Deals — each with its own uploader, field mapping, and sample CSV to download.
CSV Requirements
- First row must be a header row with column names.
- UTF-8 encoding — if exporting from Excel, choose "CSV UTF-8" as the export format.
- Maximum file size 5 MB.
Import Steps
Drop your CSV or click to browse
ACOS parses the file and shows a preview of the first 5 rows.
Review the auto-detected column mapping
ACOS guesses which CSV column maps to which ACOS field based on header names. Adjust any mapping using the dropdown next to each column.
Set unmatched columns to (skip)
Any column left unmapped is ignored — it won't cause an error.
Click Import
ACOS processes every row and shows a result summary: rows created, rows skipped as duplicates, and rows that failed with reasons.
Importing Contacts
| Field | Required? |
|---|---|
| Name | Required |
| Optional — used for duplicate detection | |
| Phone | Optional |
| Type (company/person) | Optional |
| Company | Optional |
| Tags (comma-separated) | Optional |
| Notes | Optional |
| Website | Optional |
Duplicates are detected by email address. A row whose email already exists in your organization is skipped, not overwritten.
Importing Deals
| Field | Required? |
|---|---|
| Title | Required |
| Value | Optional |
| Probability (%) | Optional |
| Expected Close Date | Optional |
| Contact (email or name) | Optional — must match an existing contact |
| Stage Name | Optional — must match an existing pipeline stage exactly |
| Description | Optional |
| Source | Optional |
The Stage Name column must match one of your pipeline stage names exactly (case-sensitive). Check Settings → Pipeline first if you're not sure of the exact stage names before importing deals in bulk.
The Contact column links each deal to an existing contact by email or exact name match. Import contacts first if the deals reference people who aren't in ACOS yet — a deal row that can't resolve its contact will fail rather than silently creating an orphan deal.
Reading the Result
After import, ACOS shows three counts: Created, Skipped (duplicates), and Failed. If any rows failed, an expandable list shows the row-level error for each one so you can fix your CSV and re-import just those rows.
Each tab has a "Download sample CSV" link with the exact column headers ACOS recognizes — the fastest way to get your spreadsheet into the right shape before uploading.
FAQ
Can I import Projects or Tasks from CSV?
Not currently. CSV import covers Contacts and Deals only.
What happens if I import the same file twice?
Contact rows with an email that already exists are skipped automatically, so re-running the same file won't create duplicates. Deal rows have no equivalent dedup key, so importing the same deals file twice will create duplicate deals.
Can I undo an import?
There's no one-click undo. Delete the incorrectly imported records manually from the Contacts or Deals list, or contact support if you imported a large batch by mistake.