Data

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Learn how to import contacts, companies, and deals into Ælen CRM using CSV files or integrations.

Importing Data into Ælen CRM

Preparing Your Data

Before importing, make sure your file is ready:

  1. Save your data as a CSV file.
  2. Include column headers that match CRM fields (e.g., Name, Email, Company, Stage).
  3. Remove duplicates or incomplete records for best results.

You can find a downloadable template on the Import page.

Importing Contacts, Companies, or Deals

To import data:

  1. Go to Settings > Import.
  2. Choose the data type (Contacts, Companies, Deals).
  3. Upload your CSV file.
  4. Map the columns to CRM fields.
  5. Review and confirm the import.

You’ll see a summary of imported records and any rows that were skipped.

Using Integrations to Migrate Data

If you’re switching from another CRM:

  • Go to Settings > Integrations.
  • Select the platform (Salesforce, HubSpot, etc.).
  • Authenticate and follow the prompts to sync your data.

You can choose which data to import, and Ælen CRM will handle the mapping automatically.

Troubleshooting Common Issues

  • Headers don’t match: Make sure your CSV columns use supported field names.
  • Import failed: Check for formatting errors, like missing emails or special characters.
  • Duplicates: Use the deduplication tool post-import to clean your records.

Undoing an Import

Accidentally imported the wrong file?

  1. Go to Settings > Import History.
  2. Find the recent import.
  3. Click Undo Import to bulk-delete the imported records.

Note: You can only undo imports within 7 days of the original upload.

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