Data import

Import customers from CSV

Map columns, catch risky rows, and approve an import job before customer records are created.

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Company name

RequiredText

Example value: Northstar Labs

Primary email

RequiredEmail

Example value: ops@northstar.example

Lifecycle stage

Segment

Example value: Customer

Plan

Plan

Example value: Scale

Seats

Number

Example value: 42

Renewal date

Date

Example value: 2026-08-14

CompanyEmailStagePlanStatus
Northstar Labsops@northstar.exampleCustomerScaleReady
Harbor Financebilling@harbor.exampleLeadBusinessWarning
Atlas Roboticsadmin@atlas.exampleCustomerEnterpriseReady
Bluebird RetailMissingTrialStarterBlocked

Import mode