A few simple preparation steps will ensure your migration goes smoothly and your records are mapped correctly the first time.
Familiarize yourself with the data fields currently in use in your existing CRM software so you know exactly what you are working with before export.
Export your data as a CSV (comma-separated values) file from your current system. Almost every CRM, spreadsheet, and database tool supports this format.
Open the CSV in Excel or Notepad. Each row is one record, and each comma-separated value is a field. Understanding this structure makes field mapping effortless.
Review the available data fields inside Salesboom CRM for Accounts, Contacts, and Leads so you know which Salesboom fields correspond to your CSV columns.
Decide which columns from your CSV correspond to which Salesboom fields before starting the wizard. A clear plan eliminates guesswork and reduces errors.
Once these steps are complete, you are ready to launch the Import Wizard and bring your accounts, contacts, and leads into Salesboom CRM in minutes.
The Salesboom CRM Import Wizard guides you through the entire data import process in a few simple steps. There is no technical expertise required.
Salesboom CRM accepts data from any software that can export to CSV format, including Outlook, Microsoft Excel, and Palm devices.
Each CSV file must contain only one data type. Do not mix accounts, contacts, and leads in the same file. If you need to import all three, use three separate CSV files and run the wizard once for each.
A CSV (comma-separated values) file stores tabular data as plain text. Understanding its structure makes every import faster and more accurate.
Each line in a CSV file represents one record. In a contacts CSV, each row is one contact. In an accounts CSV, each row is one company. The Import Wizard maps these rows directly into Salesboom CRM records.
Each value within a row is separated by a comma. In Excel this appears as individual cells. In plain text it reads as comma-separated values. Each comma-delimited position becomes Column1, Column2, etc. in the wizard.
A contacts row might look like: John, Smith, Acme Corp, 555-1234, john@acme.com — each value maps to a different Salesboom contact field.
Not all Salesboom data fields need to be present in your CSV. Export only the fields relevant to your migration. Fields left out of the import can be completed manually afterward.
The Import Wizard reads values from the first row of your CSV to populate the dropdown menus in the field-mapping step. This is why a well-organized first record makes mapping significantly faster.
The mapping configuration you define in the wizard is applied consistently to every row in the file. One mapping setup handles the entire CSV — there is no need to configure each record individually.
Field mapping is the most important step in the data import process. It tells Salesboom CRM how to interpret each column in your CSV file.
All available Salesboom CRM data fields for the selected record type are displayed in step two of the wizard. Each field has a dropdown menu showing the columns from your CSV file as Column1, Column2, Column3, and so on.
Select the correct CSV column for each Salesboom field to complete the mapping. Any Salesboom fields left unmapped will remain blank on the imported records and can be updated later by your team.
Save your mapping configuration after the first import by entering a name in the Save Settings As field. For recurring imports of the same data type, load saved settings from the Column Assignment dropdown and skip manual configuration entirely.
Migrating your data into a new CRM is often the most daunting step in adoption. Salesboom's Import Wizard removes the friction entirely.
The step-by-step Import Wizard walks any user through the entire process — from file upload to field mapping — without needing IT support or developer assistance.
If your current system can export to CSV, it is compatible with Salesboom's import tool. This includes Outlook, Excel, legacy CRMs, ERPs, and custom databases.
Save your field mapping settings after the first import and reuse them for future imports — eliminating repetitive setup and reducing the risk of mapping errors over time.
Every record imported through the wizard is automatically assigned to the user who performed the import, ensuring accountability and clear data ownership from day one.
You do not need every field in your CSV to match a Salesboom field. Partial imports are valid — unmapped fields can be completed later as your team settles into the platform.
Import up to 2,000 records per CSV file in minutes. Run multiple imports back to back for large data sets without any system downtime or disruption to other users.
Everything you need to know about importing accounts, contacts, and leads into Salesboom CRM using the Import Wizard.
Browse our support center for step-by-step guides on managing and configuring your Salesboom CRM account.
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Configure your personal CRM preferences including display settings, notifications, and user account details.
Customize your CRM tab layout and page views to surface the data your team needs most, exactly when they need it.
Manage, deduplicate, and maintain the quality of your CRM data with Salesboom's built-in data management tools.
Perform bulk updates, mass delete, and mass reassignment across large sets of CRM records in a single operation.
Store, organize, and share documents directly within your Salesboom CRM records for centralized, accessible file management.
Learn how to access your Salesboom CRM account, reset your password, and configure login security settings.
Start your free trial today and use the Import Wizard to bring your accounts, contacts, and leads into Salesboom CRM in minutes. Your team will be up and running with clean, organized data from day one.
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