Data Importing

Data Importing

Overview

Corcava supports importing data to help you migrate from other tools and spreadsheets. The current release focuses on CRM Contacts and Clients:

  • Upload from file (CSV/XLS/XLSX) — Contacts
  • Import from Pipedrive — Persons → Contacts, Organizations → Clients

Where to Start

  • For Contacts: go to Contacts → Bulk Upload/Import

    • Upload from file: map your file columns to contact fields
    • Pipedrive: upload the Pipedrive Persons CSV/XLSX (standard export)
  • For Clients: go to Clients → Bulk Upload/Import

    • Pipedrive: upload the Pipedrive Organizations CSV/XLSX (standard export)

What Gets Imported

  • Contacts: first/last name, email, phone, company, address, social profiles, description
  • Clients: company name, website, phone, email, address, notes/description
  • Optional association: Contacts can be linked to Clients by matching company/organization name (when applicable)

Feedback and Logging

  • After import, you’ll see a summary with created/updated/skipped counts
  • Detailed logs are written to the file-parser log channel for troubleshooting (headers detected, rows processed, skip reasons)

Notes & Limitations

  • Supported formats: CSV, XLS, XLSX
  • Pipedrive import supports Persons (to Contacts) and Organizations (to Clients)
  • Provider account ID is managed internally (defaults to a safe value); no configuration needed in the UI
  • Duplicate handling is flexible; imports are idempotent and avoid hard uniqueness blocks

Import Clients from Pipedrive (Organizations)

  1. In the app, open Clients → Bulk Upload/Import → “Pipedrive: Organizations”.
  2. Upload your exported Pipedrive Organizations file (CSV/XLS/XLSX). No special export settings are required.
  3. Start the import and wait for the completion summary.

What you’ll see after import:

  • Created/Updated/Skipped counts for quick verification
  • Imported client fields include company name, emails/phones where present, address and notes