How to bulk import records from a CSV in CornerSpot

Bulk import lets you create or update many records at once from a single CSV file — no record-by-record data entry. One sheet can create accounts, contacts, deals, products, line items, and activities together. This guide shows you how, step by step.

How to bulk import records from a CSV in Cornerspot

Importing is a manager or admin action. Cornerspot validates your file first, shows you exactly what will be created or updated, and only writes the records once you confirm.

1. Open the Bulk Import page

From your Account Settings, open the Bulk Import tile (at /dashboard/settings/imports). This lists your past and in-progress imports, with a New import button in the top-right corner.

The Imports page in Cornerspot with the New import button — The Imports page, with the New import button in the top-right.

2. Start a new import

Click New import to open the import wizard. The wizard walks you through three stages — Upload, Review, and Commit.

The upload step of the Cornerspot import wizard — The upload step of the import wizard, ready for your CSV.

3. Upload your CSV

Drag your CSV into the dropzone, or click to browse for it. A single file can mix several record types — each row's object_type column says whether it's an account, contact, deal, product, line item, or activity. You can also link rows together with a _key column, or update existing records by their external_id with an upsert.

Not sure how to format the file? Use the Download example CSV link in the dropzone for a team-aware template with the right columns already filled in.

4. Let Cornerspot validate the file

As soon as you add the file, Cornerspot validates it — you'll see “Validating your CSV - this normally takes a few seconds.” It checks the columns and every row before anything is written.

Cornerspot validating an uploaded CSV during import — Cornerspot validating the uploaded CSV.

5. Review what will happen

The Review step shows a plan summary of what will be created or updated, alongside a row table you can filter by Invalid, Failed, Valid, or All and by object type — so you can spot and fix any problems before committing.

The review step of the Cornerspot import wizard summarizing what will be created or updated — The review step, summarizing what the import will create or update.

6. Commit the import

When everything looks right, click Commit {count} row(s) and confirm in the Commit this import? dialog. Cornerspot then writes the valid rows to your team.

The Commit button in the Cornerspot import wizard — The Commit button applies the valid rows.

The Commit this import confirmation dialog in Cornerspot — Confirming the import before it is applied.

7. Your records are imported

For a small file the import commits in one step and opens its detail page with the results. Larger imports run asynchronously — a progress drawer shows the rows being processed block by block — and the finished import then appears in your Imports list.

The completed import detail page in Cornerspot with its result summary — The completed import, with its result summary.

Tips for a clean import

Start from the example. The Download example CSV template carries the exact column headers Cornerspot expects, including the per-entity prefixes.
Use _key to link rows. Reference one row from another within the same file — for example, attach a contact to an account created in the same import.
Use external_id to upsert. Give rows a stable external id to update existing records instead of creating duplicates on a re-import.
Review before you commit. Nothing is written until you confirm — use the row filters to catch invalid rows first.