CSV Import
Tonic Desk supports importing contacts, companies, and deals from CSV files.
How to import
- Go to Settings > Import Data
- Select the entity type (Contacts, Companies, or Deals)
- Upload your CSV file (UTF-8 encoded)
- Map your CSV columns to Tonic Desk fields
- Review the mapping and click Import
Auto-mapping
Tonic Desk automatically maps common column headers to the right fields. For example:
| Your CSV header | Maps to |
|---|---|
| First Name, firstname | first_name |
| Last Name, lastname | last_name |
| Email, email_address | |
| Phone, phone_number | phone |
| Company, company_name | company (auto-links to existing company) |
| Deal Name, opportunity | name |
| Amount, value | amount |
You can manually adjust any mapping before importing.
Import order
For best results, import in this order:
- Companies first (so contacts and deals can link to them)
- Contacts second (auto-links to companies by name or email domain)
- Deals last (links to companies and contacts)
Data validation
- Contacts require at least a first name or last name
- Companies require a name
- Deals require a name and valid pipeline stage
- Duplicate companies are detected by name and skipped
- Dates are accepted in multiple formats (YYYY-MM-DD, DD/MM/YYYY, MM/DD/YYYY)
- Currency values are cleaned automatically (removes $, EUR, commas)