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