Bulk Import for Companies | Clixio Changelog
You can now import company records into CRM in bulk using a structured CSV-based workflow.
This feature enables you to create new companies or update existing ones with duplicate detection, field mapping, verification, and detailed import tracking — all within a guided four-step process.
⚠️ Currently available behind Labs.
Enable via: Subaccount → Labs → Company and Custom Object Import
What’s Included
- Bulk CSV import support for companies
- Four-step guided flow: Start → Upload → Map → Verify
- Options to:
- Create new companies
- Create and update existing companies
- Update existing companies
- Duplicate detection based on Company ID
- Smart column-to-field mapping with preview data
- Protection against overwriting fields with empty values
- Import review screen before execution
- Dedicated Bulk Actions – Companies page for tracking
- Detailed import statistics:
- Success
- Errors
- Warnings
- Downloadable import report for auditing
Why It Matters
- Speeds up CRM migrations
- Reduces manual company creation effort
- Improves data accuracy during onboarding
- Provides full visibility into import outcomes