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Data, security & APIHOW-TO

Importing your data

Bring contacts, companies, and deals in cleanly.

CSV & spreadsheets

  1. Open the import wizard for the object you want to load.
  2. Map your columns to PULSE fields (the wizard auto-matches what it can).
  3. Choose how to handle duplicates, review the dry-run summary, then commit.
YOUR FILEPULSE FIELDFirst Namecontact.first_nameEmailcontact.emailCompanycompany.name
The wizard maps your spreadsheet columns to PULSE fields — auto-matching what it can.

From another CRM

Connectors for HubSpot, Pipedrive, and Salesforce pull your records in directly. There is also an inbound API for ongoing lead capture from any source.

Safety

Imports run as a batch you can roll back within 24 hours, and duplicate detection prevents accidental clutter.

Still need a hand?
Check system status, report a bug, or message the team.