Import data with CSV files in business apps

data into your favorite apps with CSV files

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Import

update

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Loader
Import Data with Loader

Why Loader?

Forget about data file templates

No coding

Link new and existing records

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Update data in bulk

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Your data import can be done without prior data editing. All you need is a good data file.
With a simple user interface, configuring your import should take no longer than a few minutes. All you need to know is where you want to load the data.
Whether you have data in your app or import new records, Loader lets you link or associate your records without the need for IDs, saving you from tedious manual efforts. You may try it with your notes, for instance.
Unlike many automation tools, Loader allows you to import new records and update thousands of data records in your app in a single run
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Custom data fields support

Import and update the contents of data fields you've created to customize your app workflows. All with the same simple setup.
How it works
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Drag and drop a CSV file into Loader. Preview and choose columns of data to be included in the import or update
Choose an app for import. Then continue to the next step. You can connect your app live account now or do it later. Just know that you'll need it to see the entire list of custom fields in your account.
Click either import or update. Then a data object that you want to upload to your app.
To ensure that data is imported accurately, match a column name to a data field. You can also link records to existing data. Start import when ready. You can undo import results if not satisfied.
Upload your file
Choose Your App
Select Data Object
Map Fields and Start
Upload a File to Review Your Data
Import
Update
Companies
Contacts
Deals
Tickets
Products
Calls
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Drag and drop a CSV file into Loader. Preview and choose columns of data to be included in import or update
Choose an app for import. Then continue to the next step. You can connect your app live account now or do it later. Just know that you'll need it to see the entire list of custom fields in your account.
Select either import or update. Then, choose a data object
To ensure that data is imported accurately, match a column name to a data field. You can also link records to existing data. Start import when ready. You can undo import results if not satisfied.
Upload your file
Select an App
Choose Object
Map Fields and Start
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How it works

Import Data into Following Apps

Click icons to learn how to use Loader with your app and which data objects are supported
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Free
From $15.00
Import and update up to 50 records for free every month, explore and experiment with all Loader features.

Plans Tailored to Your Data Size

Credit card isn't required
Need to import more data into your app? Choose one of our packages that matches the size of your needs
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Data Import FAQ

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