Bring your existing data into Revian with a CSV import. This guide covers how to prepare your file, map fields, and handle duplicates.
Preparing your CSV file
Export your contacts or deals from your previous CRM as a CSV file. Most CRMs have an export option in their settings.
Requirements
- File format: CSV (comma-separated values)
- File size: Up to 50MB
- Encoding: UTF-8 recommended
- First row must contain column headers
Sample contact CSV
first_name,last_name,email,phone,company,title
John,Smith,john@acme.com,555-0123,Acme Inc,VP Sales
Sarah,Johnson,sarah@globex.com,555-0456,Globex Corp,Director
Mike,Williams,mike@initech.com,555-0789,Initech,CEO
Sample deal CSV
deal_name,company,value,stage,close_date,owner_email
Acme Enterprise,Acme Inc,50000,Proposal,2026-03-15,rep@yourcompany.com
Globex Expansion,Globex Corp,75000,Discovery,2026-04-01,rep@yourcompany.com
Import steps
1 Start the import
Go to Settings > Import and select Contacts or Deals.
2 Upload your file
Drag and drop your CSV file or click to browse. Revian will analyze the columns.
3 Map your fields
Match each column in your CSV to a Revian field. Revian will auto-detect common field names.
4 Configure duplicates
Choose how to handle records that match existing data (skip, update, or create new).
5 Review and import
Preview a few records to confirm mapping is correct, then click Start Import.
Field mapping
Revian will attempt to auto-match your columns to these fields:
Contact fields
| Revian Field | Common CSV Headers |
|---|---|
| First Name | first_name, firstname, first |
| Last Name | last_name, lastname, last |
| email, email_address, e-mail | |
| Phone | phone, phone_number, mobile |
| Company | company, company_name, organization |
| Title | title, job_title, position |
Deal fields
| Revian Field | Common CSV Headers |
|---|---|
| Deal Name | deal_name, name, opportunity |
| Value | value, amount, deal_value |
| Stage | stage, deal_stage, status |
| Close Date | close_date, expected_close, close |
| Owner | owner, owner_email, assigned_to |
Tip: You can manually map any column that isn't auto-detected. Unmapped columns will be ignored.
Duplicate handling
Revian matches duplicates by email address for contacts and by deal name + company for deals.
Options
- Skip duplicates - Keep existing records, don't import matches
- Update duplicates - Overwrite existing records with imported data
- Create new - Import all records, creating duplicates if they exist
For most migrations, we recommend Update duplicates to ensure your data is current without creating redundant records.
After the import
Once complete, you'll see a summary showing:
- Records imported successfully
- Records skipped (duplicates or errors)
- Any rows that failed with error details
You can download a report of failed rows to fix and re-import them.
Troubleshooting
Import failed
Common causes:
- File is not valid CSV format
- Missing required fields (email for contacts)
- Date formats not recognized (use YYYY-MM-DD)
Data looks wrong
If imported data appears garbled:
- Re-export your CSV with UTF-8 encoding
- Check that your CSV uses commas (not semicolons) as delimiters
- Ensure text fields with commas are wrapped in quotes
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