Bulk Import for Custom Objects (Create + Update)

You can now import Custom Object records in bulk — using the same create/update process that you are familiar with for Contacts and Opportunities.

This feature is currently located under Subaccount > Labs > “Company and Custom Object Import”

• Create, Update, or Create + Update Custom Object records via CSV
• Duplicate handling using your object’s unique fields
• Control whether blank cells overwrite existing values
• Track imports in Bulk Actions, including success/error statistics

1. Go to Custom Object → Import

2. Upload your CSV
3. Choose an import mode:

• Create (creates new records)
• Update (requires Record ID)
• Create + Update (updates if Record ID exists, otherwise creates)

4. Map columns → review → start import

5. Track progress and results in Bulk Actions

If your object has multiple unique fields mapped, you will choose one to deduplicate on.

If any other unique field conflicts arise, that row will fail (ensuring that you do not accidentally create incorrect duplicates).

• Only one Custom Object can be imported at a time (multi-object imports are expected to be available later).