Importing customers and opportunities
Add many customers or opportunities at once from a spreadsheet.
Before you start: save your spreadsheet as a CSV file.
Comma or semicolon separated, in UTF-8
Up to 20 MB
Column headings in the first row
One customer or opportunity per row
Select Download sample template for a file with the right layout.
Upload: drag your CSV onto the page, or select Browse files. Pair detects your columns.
Map columns: check which CRM field each column goes into.
Configure: choose how duplicates are handled, any consent to record, and default values for empty fields.
Preview: check the rows Pair has validated, and fix anything flagged.
Import: run the import.
Results: see how many records were created, skipped or failed, and download the error report to fix any failures.
Recent imports lists each import with its status, how many records were created, skipped, failed or need review, and the date.
Updated 2026-10-24