CSV Import/Export — Move Data In and Out of CRM in Seconds
Migrating from spreadsheets or another CRM? Need to send a customer list to your accountant? CSV import and export handle bulk data movement: drag-drop a file, map columns, hit go. Thousands of records in seconds.
Understanding the Problem
CSV is the universal data exchange format. Every CRM, spreadsheet, email tool, and database speaks CSV. TeknoVesta's CSV import/export is built for two scenarios: onboarding (bulk import of existing customer data on Day 1) and ongoing data exchange (export for accountants, lawyers, external analytics; import from event registrations, conference attendee lists, scraped lead lists). Drag-drop interface, column auto-detection, duplicate handling, and clear error reporting on every row.
Core Modules
Drag-Drop Import
Drop CSV file onto CRM, system parses headers and previews data. Map CSV columns to CRM fields visually.
Smart Column Mapping
AI suggests column mappings based on header names ("email" → email field, "company" → company field). Override manually as needed. Mappings saved as templates for repeated imports.
Duplicate Detection
Before import, system checks for duplicates by email, phone, or custom field. Choose: skip duplicates, update existing, or create as new. Per-row decision supported.
Error Reporting
Rows with validation errors (missing required fields, invalid emails) flagged with reason. Download error report as CSV; fix and re-import only the errored rows.
KVKK & GDPR Compliance
Bulk imports include consent tracking. Imported contacts marked with source ("CSV import on [date]"). For GDPR jurisdictions, opt-in status must be confirmed before importing contact lists.
How It Works
Prepare CSV
Export from old system or download from event platform. Ensure UTF-8 encoding (especially for Turkish/German characters). Headers in row 1.
Drop File in CRM
In TeknoVesta dashboard, click "Import CSV" or drag-drop file. System parses and shows preview.
Map Columns
System auto-suggests mappings. Adjust as needed. Mark which fields are CRM Lead vs Contact vs Custom Field. Save mapping template for future reuse.
Review & Import
Preview shows first 10 rows with mappings applied. Duplicate detection runs. Click "Import" to commit. Progress bar shows rows processed.
Export Anytime
Any CRM list view → "Export to CSV" → download. Includes all visible fields and applied filters. Use for accountant reports, marketing list handoffs, etc.
Key Benefits
Day-1 Migration
New TeknoVesta customers import existing data in minutes, not days. 10,000 contacts imported in <5 minutes typical.
Universal Compatibility
Every system exports CSV. From SAP to Excel to Google Contacts — CSV imports cover all migration scenarios.
No Vendor Lock-In
Want to leave TeknoVesta? Export everything to CSV anytime. No data hostage, no fees. Your data is yours.
Frequently Asked Questions
What if my CSV has 100,000 rows?
Large imports run in background. Upload, mapping completes in seconds; actual import processes in batches over minutes. Email notification when complete. No file size limit on Pro plans.
Can I import contacts and deals together?
Yes, via two-step or single-file workflow. Step 1: import contacts. Step 2: import deals with a "contact_email" column that links to imported contacts. Single-file workflow: include both in one CSV with row-type column.
What about Turkish characters and special encoding?
UTF-8 fully supported. Turkish characters (ç, ğ, ı, İ, ö, ş, ü), German umlauts (ä, ö, ü, ß), French accents, Spanish ñ — all preserved correctly. For legacy systems exporting in Windows-1254 or ISO-8859-9, automatic encoding detection and conversion.
Ready to connect your tools?
Get in touch to see how TeknoVesta integrates with your existing systems.
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