Which organization field is required?

Organization Name is required when importing organizations.

Which contact fields are required?

First Name and Organization Name are required when importing contacts.

Why import organizations before contacts?

Contacts must be associated with organizations, so importing organizations first helps contacts link correctly.

Common Operations

How to Import Organizations and Contacts into ATZ CRM

Import organization and contact spreadsheet data into ATZ CRM with required fields, field mapping, duplicate handling, and automatic contact-organization linking.

Quick Answer

Import organizations first with Organization Name mapped, then import contacts with First Name and Organization Name mapped so contacts can link to their organizations.

Import Overview

ATZ CRM can import organizations and contacts from CSV or Excel files. For the cleanest data structure, import organizations first, then import contacts linked to those organizations.

Import Organization Data

Required Organization Field

Organization Name is mandatory.

Organization Import Steps

Navigate to Import > CSV/XLS.

Open organization import

Upload your organization file.

Upload organization sheet

Map spreadsheet columns to ATZ CRM fields.

Examples:

Company Name maps to Organization Name.
Website maps to Organization Website.

Map organization fields

Choose duplicate merge and overwrite options.

Choose organization duplicate settings

Confirm whether the first row contains headers.
Select Import.

After import, ATZ CRM sends an email confirmation with a link to review imported organizations.

Organization import confirmation

Import Contact Data

Required Contact Fields

First Name
Organization Name

Contact Import Steps

Go to Import > CSV/XLS.

Open contact import

Upload your contact sheet.

Upload contact sheet

Map contact fields.

Examples:

First Name maps to Contact First Name.
Last Name maps to Contact Last Name.
Email maps to Contact Email.
Organization Name maps to Organization Name.

Map contact fields

Choose merge and overwrite settings.

Choose contact duplicate settings

Confirm first-row behavior and select Import.

After import, ATZ CRM sends a confirmation email. Contacts are linked to their respective organizations.

Contact import confirmation

Use Cases

New CRM Setup

Import companies first, then contacts, when moving from spreadsheets or another CRM.

Client Database Cleanup

Refresh organization and contact records with mapped fields and duplicate merge settings.

Sales and Account Management

Create structured client and contact records for business development workflows.

Troubleshooting

Contacts Are Not Linked to Organizations

Confirm Organization Name values match between organization and contact files.

Required Field Error Appears

Map Organization Name for organizations and both First Name and Organization Name for contacts.

Duplicate Organizations Appear

Review exact matches, website, and LinkedIn URL duplicate settings before import.

Frequently Asked Questions

Can I import contacts without organizations?

The source guide states Organization Name is mandatory for contact import.

Can I overwrite existing organization data?

Yes. Choose overwrite during duplicate merge settings when that is your intended update.

Should I test with a small file first?

Yes. For large imports, test with a small sample to confirm mapping and duplicate behavior.

Import CSV and XLS Files Create Custom Fields Export Data to CSV or Excel

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

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