Import Sync (CSV)

Section: Integrations & AI
URL: /admin/importsync/manage_mappings
Page title: Import Sync

Overview

Import Sync provides a configurable CSV import framework for bulk-loading data into CRMConnect — leads, clients, products, and other records. Field mappings are saved as reusable templates so recurring imports run in seconds.

Business value

Replaces one-off Excel imports with a repeatable, mapped process — same file structure, same mapping, import in one click.

• Who uses it: CRM admins, data teams, operations
• Key benefit: Consistent bulk imports with saved mappings and error reporting

Typical use cases:

• Weekly import of new leads from an external source
• Product catalogue refresh from a supplier CSV
• Client list migration from a legacy system

Accessing this module

/admin/importsync/manage_mappings

Common actions

1. Create mapping — define source CSV columns → CRM fields mapping and save as a template.
2. Run import — upload a CSV file and select the matching mapping template.
3. Preview import — review mapped data before committing.
4. View import log — check which records were created, updated, or skipped with error details.
5. Schedule recurring import — configure automatic imports from a fixed file location.

References

Excel Import · Leads · Clients

Source: crm-connect-main/app/modules/importsync