Import your existing data - Relaticle  

    [Getting started](https://relaticle.com/help/getting-started)

 Import your existing data 
===========================

Get Relaticle CSV import steps for mapping columns and reviewing records, with file limits of 10,000 rows and 10 MB.

 Updated August 12, 2026

 Import brings in existing companies, people, or opportunities from a spreadsheet instead of typing them in one at a time. Upload a CSV, map its columns to Relaticle fields, review the values, then commit. Relaticle shows you exactly how many records will be created or updated before anything changes.

1. Click **Companies**, **People**, or **Opportunities** in the sidebar.
2. Click **Import / Export**, then click **Import companies** (the label matches whichever list you're on).
3. Click **Choose a .CSV file**, or drop it onto the upload area, up to 10,000 rows and 10MB.
4. Click **Continue**.

[](#map-your-columns "Permalink")Map your columns
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Relaticle maps your file's columns to Relaticle fields automatically when the names are close enough.

![The Map step, with File column values Name, Domain, and LinkedIn auto-mapped to the Name, Domains, and LinkedIn fields](/help-assets/getting-started/import-your-existing-data-1.png)

5. Check each **Map To** field, and fix any that mapped incorrectly.
6. Click **Continue**.

[](#review-and-fix-values "Permalink")Review and fix values
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Relaticle validates every unique value in each column and groups them under **All**, **Needs Review**, **Modified**, and **Skipped**. Edit a value inline to correct it, or skip a row you don't want imported.

7. Click **Continue** once you're happy with the mapped values.
8. Review the counts of records that will be created and updated, click **Start Import**, then confirm.

![The Import Complete summary showing 2 created, 0 updated, and 0 failed](/help-assets/getting-started/import-your-existing-data-2.png)

Every past import is listed on the **Import History** page, under your workspace name, including how many rows were created, updated, skipped, or failed.

[](#if-a-column-doesnt-map-automatically-then-set-it-by-hand "Permalink")If a column doesn't map automatically, then set it by hand
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Open the dropdown under **Map To** for that column and choose the right field yourself, or click **Clear mapping** to leave that column out of the import entirely.

For file formatting rules, matching and updating existing records, and fixes for values the wizard flags, see the [Importing data](/help/import) articles.

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