Migration

Bring what you already have

A CSV out of the old system, a column mapping here, and your contacts are in place. The guides also say what the file does not carry — better known now than before the first campaign.

The columns the importer accepts

It recognises Hungarian and English headers, so most columns map themselves and you assign the rest in the mapping step. Anything not listed here can be a custom field, which the importer then offers as a target.

TargetWhat it means
first_nameFirst name
last_nameLast name
emailEmail address — unique within the company
phonePhone
mobileMobile
positionJob title
company_nameCompany name — created if it does not exist
statusStatus: lead, prospect, customer or inactive
sourceSource
birthdayBirthday: YYYY-MM-DD
cityCity
postal_codePostal code
addressAddress
countryCountry: two-letter code (HU, DE)
notesNotes
subscribedSubscribed: yes/no — the suppression list wins
ownerOwner's email address — the colleague must already have an account
tagsTags, comma separated

A blank cell never wipes anything: a missing value does not overwrite what the CRM already holds. The email address is unique within the company, so re-importing a corrected file updates rather than duplicates — as long as “update existing” is on.

Try it with your own file

14 days, no card. Upload your CSV, look at the preview, and if it is not for you, export and leave.