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Help Center

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Everything you need to know about using Laureo

Help Center

Overview
Importing Data & CRM MigrationExporting Data
Help CenterImport & ExportImporting Data & CRM Migration

Importing Data & CRM Migration

Import data from CSV files or migrate from 20+ competing CRMs with auto-detection and field mapping

Supported Entity Types

Import 8 different entity types from CSV, Excel, JSON, or ZIP files.

Core Entities

  • Companies — Company records with names, contact info, addresses, industry, and custom fields.
  • People — Person/contact records with names, emails, phone numbers, and company associations.
  • Opportunities — Deals with values, stages, probability, and linked companies or contacts.

Extended Entities

  • Activities — Calls, emails, meetings, and notes linked to companies or people.
  • Tasks — Task records linked to projects with status, priority, and assignees.
  • Products — Product catalog entries with pricing, SKU, and billing period.
  • Tickets — Support tickets with status, priority, and category.
  • Projects — Project records with stages, budgets, and timelines.
Manager-only access
Data import is restricted to users with Manager or Admin roles. This protects your data integrity by ensuring that only authorized users can perform bulk data operations.

Supported CRM Migrations

Migrate from 20+ competing CRMs with auto-detection and optimized field mapping.

Full Migration Support (Tier 1)

Complete field mappings, value transformations, and auto-detection for:

HubSpotSalesforcePipedriveZoho CRMCopperFreshsalesCloseMicrosoft Dynamics 365ActiveCampaignZendesk Sell

Basic Migration Support (Tier 2)

Field mappings and detection without value transformations:

InsightlyKeapBitrix24SugarCRMCapsule CRMLess Annoying CRMNimbleNutshell

Generic Import (Tier 3)

Listed for recognition with fuzzy field matching:

Agile CRMStreakAttioFolk CRMMonday.comSalesflareAffinityHighrise

Import Wizard

Two paths to import: Magic Import (auto-detect everything) or manual CRM selection.

The import page offers two ways to start:

Magic Import

Drag and drop your file. The system automatically detects which CRM it came from, identifies the entity type, and maps all fields. You go straight to the review screen.

Manual CRM Selection

Click your current CRM from the grid. This applies CRM-specific field mappings and value transformations for the most accurate import.

1

Upload your file

Upload a CSV, Excel (.xlsx/.xls), JSON, or ZIP file. Multiple files can be uploaded at once. ZIP files are automatically extracted. Maximum file size is 10MB.

2

Review field mapping

The system auto-maps columns to Laureo fields using preset mappings (for known CRMs), synonym matching, and fuzzy matching. Green dots indicate high-confidence matches, yellow for medium confidence, and red for unmapped fields. Adjust any mapping using the dropdown.

3

Choose duplicate handling

Select how to handle duplicate records: Skip (keep existing), Update (overwrite with imported data), or Create New(import as separate records).

4

Import

Click Import to start. Large imports process in the background — you can safely navigate away and will be notified when complete. Check progress in the Import History tab.

Recommended import order
Import entities in dependency order: Companies first, then People, then Opportunities, then Activities and Tasks. This ensures entity relationships are properly linked.

File Requirements

Supported formats and specifications.

  • CSV — Standard comma-separated values, UTF-8 encoding, header row required.
  • Excel — .xlsx and .xls formats. First sheet is imported.
  • JSON — Array of objects, or nested format (Salesforce, Close).
  • ZIP — Contains CSV/Excel/JSON files. Each extracted file is detected and imported separately.
  • Size limit — 10MB per file, 10,000 rows maximum per import.

Duplicate Detection

How duplicates are identified during import.

  • Companies — Matched by account number (exact), then company name (case-insensitive).
  • People — Matched by email address + company combination.
  • Opportunities — Matched by deal name + company combination.
  • Activities — Matched by subject + date + entity link.
  • Tasks — Matched by title + project.
  • Products — Matched by SKU (exact), then name (fuzzy).
  • Tickets — Matched by ticket number.
  • Projects — Matched by name + company.

Import History & Rollback

Track past imports and undo if needed.

The Import History tab shows all past imports with their status, record counts, and source CRM. Completed imports can be rolled back within 24 hours — this deletes created records and restores updated records to their pre-import state. Rolling back requires typing “UNDO” to confirm, as any manual changes made after the import will be lost.

Data Health Assessment

Pre-import data quality check.

Before importing, the system runs a health assessment on your data. This shows a readiness score (green/yellow/red) based on completeness, data quality, duplicate risk, and relationship integrity. Recommendations are provided to fix issues before importing.

Troubleshooting

Common issues and solutions.

  • CRM not detected— If auto-detection fails, manually select your CRM from the grid. Tier 3 CRMs use generic fuzzy matching.
  • Fields not mapping correctly— Use the dropdown to manually set each field mapping. Fields prefixed with underscore (_) are internal transform targets.
  • Date format issues— The system supports ISO 8601, US (MM/DD/YYYY), EU (DD/MM/YYYY), and month-name formats. If dates parse incorrectly, check for ambiguous formats (e.g., 01/02/2024).
  • Salesforce custom fields (__c)— Fields ending in __c are detected as Salesforce custom fields. Map them to Laureo custom fields or skip them.
  • Import times out— Large imports process in the background. If the page seems stuck, check the Import History tab for progress.
  • Company not found for people import— Import companies before people. Enable “Create missing companies” in import options to auto-create companies from the people file.

Related Articles

Exporting Data— Export records from the CRM to CSVCreating a Company— Manually create individual company recordsCreating a Person— Manually create individual contact records
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