Import Accounts
Bring company records into CRM from a CSV file and prepare them for contacts and deals.
Import accounts when you already have company records in a spreadsheet, another CRM, or a customer database.
Prepare the CSV
Use one account per row. Keep company names consistent because contacts and deals are easier to connect when account names are clean.
Recommended columns include:
- Account name
- Phone
- Website
- Visibility or status
- Assigned user
- Tags
- Custom fields
Remove duplicate company names where possible before importing.
Before uploading, decide how you want to handle branches, subsidiaries, parent companies, and old customer names. Importing every variation as a separate account can make contact and deal history harder to read later.
Keep a backup of the original export. Clean a working copy so you can compare the imported records with the source if a mapping or duplicate issue appears.
Import Accounts
Open the account import entry point from CRM > Accounts or the CRM import flow. Choose accounts as the import type, upload the CSV, and map each column to the matching Agiled account field.
Review required fields and validation messages before starting the import.
Map custom fields only after those fields have been created in Agiled. If the CSV contains values for industry, region, account tier, contract type, or renewal status, create those fields first so the imported values land in a structured place instead of being lost in notes.
Import Order
Import accounts before importing contacts and deals when those records should belong to companies. This lets later imports match contacts and deals to existing account names.
If contacts were imported first, spot check the contact detail pages after the account import and link important contacts to the correct account before using account-level reporting.
After Importing
Open CRM > Accounts and review the imported records. Spot-check company names, email addresses, phone numbers, tags, assignees, visibility, and custom fields.
If contacts were imported separately, link contacts to the correct accounts so the account detail page shows the full company relationship.
Review at least one account from each source segment, such as active customers, prospects, partners, vendors, and archived customers. Different segments often have different field quality in the original CSV.
Cleanup Tips
Use account filters and bulk actions to assign owners, add tags, update visibility, or remove test rows. If duplicates remain, decide which account should be the main record before linking new contacts or deals.
If the import created duplicates, clean them before importing more related data. Duplicate accounts can split contact history, deal pipeline, files, notes, and reports across multiple company records.
Relationship Check
After importing accounts, import or review contacts against those accounts before importing deals or projects. A clean account import should make later records easier to match. If contacts land under the wrong account, fix account names and identifiers before continuing with dependent imports.
For large imports, create a saved view of imported accounts so cleanup can be reviewed by owner, segment, or source file.
Troubleshoot Account Imports
- Missing company names usually mean the required account-name column was not mapped or contained blank rows.
- Wrong owners or statuses usually mean the CSV values did not match existing Agiled options.
- Missing custom-field values usually mean the fields were not created before import or the column was not mapped.
- Duplicate accounts usually mean the source file had inconsistent names, such as legal name, trading name, and abbreviated name.