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CSV Loader Help Center

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F.A.Q.

Data Import

How to setup Data Import?
What are Mappings?
Can I undo Data Import?
Can I import from an Excel file?
What happens if I stop Data Import during process?
Can I rename import?
How to archive finished import?
How to use Lookup Field mappings to associate child and parent companies?

Data Update/Upsert

What is the difference between Update and Upsert and how-to set them up?
What are Lookup Fields Mappings?

Auto-Import

Setting up Auto-Import
Manage Permitted Senders for my Auto-Import
Can I change mappings for Auto-Import?

Data Export

How to select data to export into CSV file?
Apply filters on exported data

Account

How to subscribe to CSV Loader?
What if I need to import more data?
Where can I unsubscribe?
Where to manage apps connections?