Import & Export

Import accounts, contacts, deals, and more in bulk from one CSV — open Bulk Import, start a new import, upload your file, review what will be created or updated, then commit.

Review past and in-progress imports from the Imports page — read the status badges, row counts, and requester, filter the history, open an import for its full outcome, and cancel or remove imports.

When a bulk import won’t go through, Cornerspot tells you exactly what to fix. Learn to read file-level and row-level import errors, retry with a corrected CSV, and handle partial imports.