> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valiyou.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Universal CSV Importer

> Import sponsors and contacts from Salesforce, HubSpot, Pipedrive, and other CRM systems

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/valiyou/images/platform/plugins/universal-importer.png" alt="Universal CSV Importer" />
</Frame>

The Universal CSV Importer plugin enables you to import sponsors and contacts from your existing CRM system (Salesforce, HubSpot, Pipedrive, etc.) or custom CSV files with intelligent auto-mapping.

## Accessing the Importer

Navigate to **Sponsorships** → **Sponsors** and click the **Import from CSV** button.

<Note>
  **Plan Required**: Professional or Enterprise plan
  **Permission Required**: Sponsors permission (write access)
</Note>

## Supported Source Systems

The importer automatically detects your CRM system and maps fields accordingly:

* **Salesforce** - Auto-detects Salesforce CSV exports
* **HubSpot** - Auto-detects HubSpot CSV exports
* **Pipedrive** - Auto-detects Pipedrive CSV exports
* **Microsoft Dynamics** - Auto-detects Dynamics CSV exports
* **Zoho CRM** - Auto-detects Zoho CRM exports
* **Excel/Manual CSV** - Manual CSV files with custom field mapping
* **Other** - Generic CSV import with manual field mapping

## Import Workflow

### Step 1: Select Source System

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/valiyou/images/platform/plugins/importer-source-selection.png" alt="Source System Selection" />
</Frame>

Choose your CRM system from the list. The importer will use this to automatically map fields in the next steps.

### Step 2: Upload CSV Files

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/valiyou/images/platform/plugins/importer-file-upload.png" alt="File Upload" />
</Frame>

Upload one or both CSV files:

* **Sponsors CSV** (Account/Company data)
* **Contacts CSV** (Contact Person data)

<Tip>
  You can import sponsors only, contacts only, or both. If importing both, contacts will be automatically linked to sponsors by matching the account/company name.
</Tip>

### Step 3: Review Field Mapping

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/valiyou/images/platform/plugins/importer-field-mapping.png" alt="Field Mapping" />
</Frame>

The importer automatically maps CSV columns to Valiyou fields based on your source system.

**Confidence Levels**:

* 🟢 **High** - Exact column name match
* 🟡 **Medium** - Partial column name match
* 🔴 **Low** - No match, please verify manually

You can adjust any mapping by clicking the dropdown and selecting a different CSV column.

### Step 4: Preview Data

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/valiyou/images/platform/plugins/importer-preview.png" alt="Data Preview" />
</Frame>

Preview the first 5 rows to ensure data looks correct before importing.

### Step 5: Import & Review Results

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/valiyou/images/platform/plugins/importer-results.png" alt="Import Results" />
</Frame>

The import process shows:

* ✅ **Created** - New sponsors/contacts successfully imported
* ⚠️ **Skipped** - Duplicates or invalid data skipped
* ❌ **Errors** - Failed imports with error details

## Salesforce Export & Field Mapping

### Exporting from Salesforce

1. Navigate to **Reports** in Salesforce
2. Create or open a report for **Accounts** (for sponsors) or **Contacts**
3. Click **Export** and select **Export Details Only**
4. Choose **Comma Delimited (.csv)** format
5. Download the CSV file

### Salesforce Account (Sponsors) Fields

Salesforce exports **48 columns** for Accounts. The Universal Importer uses the following fields:

| Salesforce Field    | Valiyou Field           | Imported | Notes                            |
| ------------------- | ----------------------- | -------- | -------------------------------- |
| `Name`              | `name`                  | ✅ Yes    | **Required** - Sponsor name      |
| `Website`           | `website`               | ✅ Yes    | Company website URL              |
| `Phone`             | `phone`                 | ✅ Yes    | Organization phone number        |
| `Industry`          | `industry`              | ✅ Yes    | Industry category                |
| `Type`              | `account_type`          | ✅ Yes    | Account type/category            |
| `AnnualRevenue`     | `annual_revenue`        | ✅ Yes    | Annual revenue amount            |
| `NumberOfEmployees` | `number_of_employees`   | ✅ Yes    | Number of employees              |
| `AccountNumber`     | `account_number`        | ✅ Yes    | Account reference number         |
| `BillingStreet`     | `street`                | ✅ Yes    | Street address                   |
| `BillingCity`       | `city`                  | ✅ Yes    | City                             |
| `BillingState`      | `state`                 | ✅ Yes    | State/Province name              |
| `BillingStateCode`  | `state_code`            | ✅ Yes    | State/Province code              |
| `BillingPostalCode` | `postal_code`           | ✅ Yes    | Postal/ZIP code                  |
| `BillingCountry`    | `country`               | ✅ Yes    | Country                          |
| `Id`                | `external_reference_id` | ✅ Yes    | Salesforce Account ID (for sync) |
| `SystemModstamp`    | `last_synced_at`        | ✅ Yes    | Last modified timestamp          |

**Not Imported (Salesforce Internal Fields)**:

* `IsDeleted`, `MasterRecordId` - Salesforce system IDs
* `ParentId` - Parent account relationships
* `Sic`, `SicDesc` - Standard Industrial Classification
* `Ownership`, `TickerSymbol` - Company details
* `Rating`, `Site`, `AccountSource`, `Description` - Account metadata
* `OwnerId`, `CreatedDate`, `CreatedById`, `LastModifiedDate`, `LastModifiedById` - Salesforce audit fields
* `LastActivityDate`, `Jigsaw`, `JigsawCompanyId` - Activity tracking
* `ShippingStreet`, `ShippingCity`, `ShippingState`, `ShippingPostalCode`, `ShippingCountry` - Shipping address (use billing instead)
* `BillingCountryCode`, `BillingLatitude`, `BillingLongitude`, `BillingGeocodeAccuracy` - Geocoding metadata
* `ShippingStateCode`, `ShippingCountryCode`, `ShippingLatitude`, `ShippingLongitude`, `ShippingGeocodeAccuracy` - Shipping metadata
* `Fax` - Legacy contact method

### Salesforce Contact Fields

Salesforce exports **56 columns** for Contacts. The Universal Importer uses the following fields:

| Salesforce Field | Valiyou Field           | Imported | Notes                                               |
| ---------------- | ----------------------- | -------- | --------------------------------------------------- |
| `Salutation`     | `salutation`            | ✅ Yes    | Name prefix (Mr., Ms., Dr., etc.)                   |
| `FirstName`      | `name` (combined)       | ✅ Yes    | Combined with LastName                              |
| `LastName`       | `name` (combined)       | ✅ Yes    | Combined with FirstName                             |
| `Email`          | `email`                 | ✅ Yes    | **Required** - Contact email                        |
| `Phone`          | `phone`                 | ✅ Yes    | Office/home phone                                   |
| `MobilePhone`    | `phone`                 | ✅ Yes    | **Prioritized** over Phone field                    |
| `Title`          | `position`              | ✅ Yes    | Job title/position                                  |
| `Department`     | `department`            | ✅ Yes    | Department name                                     |
| `AccountId`      | `sponsor_id`            | ✅ Yes    | **Auto-linked** to sponsor by Salesforce Account ID |
| `Id`             | `external_reference_id` | ✅ Yes    | Salesforce Contact ID (for sync)                    |
| `SystemModstamp` | `last_synced_at`        | ✅ Yes    | Last modified timestamp                             |

<Tip>
  **Phone Number Priority**

  If both `Phone` and `MobilePhone` are present, `MobilePhone` is prioritized and imported to the `phone` field (mobile is more common in 2025!).
</Tip>

<Tip>
  **Primary Contact Detection**

  The importer automatically marks the first contact for each sponsor as the primary contact. You can change this later by editing contacts in the Sponsors page.
</Tip>

**Not Imported (Salesforce Internal Fields)**:

* `IsDeleted`, `MasterRecordId` - Salesforce system IDs
* `ReportsToId` - Manager relationships
* `AssistantName`, `AssistantPhone` - Assistant details
* `HomePhone`, `OtherPhone`, `Fax` - Additional phone numbers (use MobilePhone/Phone instead)
* `LeadSource`, `Birthdate` - Lead tracking
* `Description` - Contact description (use sponsor notes instead)
* `OwnerId`, `CreatedDate`, `CreatedById`, `LastModifiedDate`, `LastModifiedById` - Salesforce audit fields
* `LastActivityDate`, `LastCURequestDate`, `LastCUUpdateDate` - Activity tracking
* `HasOptedOutOfEmail`, `HasOptedOutOfFax`, `DoNotCall` - Communication preferences
* `EmailBouncedReason`, `EmailBouncedDate` - Email validation
* `Jigsaw`, `JigsawContactId` - Data enrichment
* `IndividualId`, `Pronouns`, `GenderIdentity`, `ContactSource` - Extended profile
* `OtherStreet`, `OtherCity`, `OtherState`, `OtherPostalCode`, `OtherCountry` - Other address
* `OtherStateCode`, `OtherCountryCode`, `OtherLatitude`, `OtherLongitude`, `OtherGeocodeAccuracy` - Address metadata
* `MailingStreet`, `MailingCity`, `MailingState`, `MailingPostalCode`, `MailingCountry` - Mailing address (personal, not imported)
* `MailingStateCode`, `MailingCountryCode`, `MailingLatitude`, `MailingLongitude`, `MailingGeocodeAccuracy` - Mailing metadata

### Example: Salesforce CSV Structure

**Account.csv (Sponsors)**:

```csv theme={null}
"Id","Name","Website","Phone","Industry","Type","AnnualRevenue","NumberOfEmployees","AccountNumber","BillingStreet","BillingCity","BillingState","BillingStateCode","BillingPostalCode","BillingCountry","SystemModstamp"
"001xx000003DH0Q","Acme Corporation","https://acme.com","+1-415-555-0100","Technology","Customer","5000000","250","ACC-001","123 Market Street","San Francisco","California","CA","94105","United States","2025-01-15T10:30:00Z"
"001xx000003DH0R","TechCorp","https://techcorp.com","+1-408-555-0200","Software","Prospect","2500000","100","ACC-002","456 Tech Drive","San Jose","California","CA","95110","United States","2025-01-14T15:45:00Z"
```

**Contact.csv (Contacts)**:

```csv theme={null}
"Id","Salutation","FirstName","LastName","Email","Phone","MobilePhone","Title","Department","AccountId","SystemModstamp"
"003xx000001R0Z1","Mr.","John","Doe","john@acme.com","+1-415-555-0101","+1-415-555-9999","CEO","Executive","001xx000003DH0Q","2025-01-15T10:30:00Z"
"003xx000001R0Z2","Ms.","Jane","Smith","jane@techcorp.com","+1-408-555-0201","+1-408-555-8888","CTO","Engineering","001xx000003DH0R","2025-01-14T15:45:00Z"
```

<Note>
  The `AccountId` column in the Contact CSV (e.g., `001xx000003DH0Q`) matches the `Id` column in the Account CSV for automatic sponsor linking. The importer resolves these Salesforce IDs internally.
</Note>

## Other CRM Systems

### HubSpot

HubSpot uses similar field names with slight variations:

| HubSpot Field         | Valiyou Field       | Imported |
| --------------------- | ------------------- | -------- |
| `Company name`        | `name`              | ✅ Yes    |
| `Company domain name` | `website`           | ✅ Yes    |
| `Industry`            | `industry`          | ✅ Yes    |
| `Annual Revenue`      | `sponsorship_value` | ✅ Yes    |
| `Description`         | `notes`             | ✅ Yes    |

### Pipedrive

Pipedrive exports with these field names:

| Pipedrive Field     | Valiyou Field       | Imported |
| ------------------- | ------------------- | -------- |
| `Organization name` | `name`              | ✅ Yes    |
| `Website`           | `website`           | ✅ Yes    |
| `Industry`          | `industry`          | ✅ Yes    |
| `Value`             | `sponsorship_value` | ✅ Yes    |
| `Notes`             | `notes`             | ✅ Yes    |

### Microsoft Dynamics

Dynamics uses these field names:

| Dynamics Field   | Valiyou Field       | Imported |
| ---------------- | ------------------- | -------- |
| `Account Name`   | `name`              | ✅ Yes    |
| `Website URL`    | `website`           | ✅ Yes    |
| `Industry`       | `industry`          | ✅ Yes    |
| `Annual Revenue` | `sponsorship_value` | ✅ Yes    |
| `Description`    | `notes`             | ✅ Yes    |

## Validation & Error Handling

### Required Fields

**Sponsors**:

* ✅ `Name` - Sponsor name is required

**Contacts**:

* ✅ `Name` - Contact name (FirstName + LastName) is required
* ✅ `Email` - Contact email is required

### Duplicate Detection

The importer automatically detects duplicates:

* **Sponsors** - Duplicate sponsor names (case-insensitive) are skipped
* **Contacts** - Duplicate email addresses are skipped

<Warning>
  **Skipped vs Error**

  * **Skipped** - Record already exists (duplicate), intentionally not imported
  * **Error** - Record failed validation (missing required fields, invalid format, etc.)
</Warning>

### Common Import Errors

| Error Message                    | Cause                                            | Solution                                      |
| -------------------------------- | ------------------------------------------------ | --------------------------------------------- |
| "Sponsor name is required"       | Missing `Name` column or empty values            | Ensure all sponsors have a name               |
| "Contact email is required"      | Missing `Email` column or empty values           | Ensure all contacts have an email             |
| "Duplicate sponsor name"         | Sponsor with same name already exists            | Update existing sponsor or use different name |
| "Invalid email format"           | Email format is incorrect                        | Fix email addresses in CSV                    |
| "Cannot link contact to sponsor" | AccountId/Account Name doesn't match any sponsor | Ensure account names match exactly            |

## Best Practices

### 1. Clean Your Data First

Before importing, review your CSV files:

* ✅ Remove test/dummy data
* ✅ Fix invalid email addresses
* ✅ Ensure sponsor names are unique
* ✅ Check that account names match between files

### 2. Import Sponsors First

When importing both sponsors and contacts:

1. Import sponsors CSV first
2. Wait for completion
3. Then import contacts CSV

This ensures contacts can be properly linked to sponsors.

### 3. Review Field Mappings

Always review the auto-mapped fields before importing:

* 🟢 High confidence mappings are usually correct
* 🟡 Medium confidence mappings should be verified
* 🔴 Low confidence mappings must be manually confirmed

### 4. Start Small

For large imports:

* Test with a small CSV file (5-10 records) first
* Verify results look correct
* Then import the full dataset

### 5. Backup Your Data

Before large imports, export your existing sponsors/contacts as a backup:

* Navigate to **Sponsorships** → **Sponsors**
* Click **Export** to download current data
* Keep the backup until you verify the import succeeded

## Troubleshooting

### "No matches found for CSV columns"

**Cause**: The CSV column names don't match any known CRM system patterns.

**Solution**:

1. Select "Other" or "Excel/Manual CSV" as source system
2. Manually map each CSV column to the correct Valiyou field
3. Use the dropdown to select the appropriate source column

### "Contacts not linked to sponsors"

**Cause**: The account name in the Contact CSV doesn't exactly match the sponsor name.

**Solution**:

* Ensure account names match exactly (case-sensitive)
* Check for extra spaces or special characters
* Import sponsors first, then contacts

### "Import failed with validation errors"

**Cause**: CSV data doesn't meet validation requirements.

**Solution**:

1. Review the error details in the import results
2. Fix the issues in your CSV file
3. Re-import the corrected file

## FAQ

<AccordionGroup>
  <Accordion title="Can I import sponsors and contacts at the same time?">
    Yes! The importer supports multi-file upload. Upload both the sponsors CSV and contacts CSV in Step 2, and the importer will:

    1. Import all sponsors first
    2. Automatically link contacts to sponsors by matching account names
    3. Import all contacts with proper relationships
  </Accordion>

  <Accordion title="What happens to duplicate sponsors/contacts?">
    Duplicates are automatically detected and **skipped** (not imported). The importer checks:

    * **Sponsors**: Name (case-insensitive)
    * **Contacts**: Email address

    You'll see the skipped count in the import results.
  </Accordion>

  <Accordion title="Can I update existing sponsors/contacts via import?">
    Currently, the importer only **creates new** records. It does not update existing records. Duplicates are skipped.

    To update existing records, edit them manually in the Sponsors page.
  </Accordion>

  <Accordion title="Which CRM systems are supported?">
    The importer auto-detects and maps fields for:

    * Salesforce
    * HubSpot
    * Pipedrive
    * Microsoft Dynamics
    * Zoho CRM

    You can also import from Excel or any custom CSV file by selecting "Excel/Manual CSV" and mapping fields manually.
  </Accordion>

  <Accordion title="How do I export data from Salesforce?">
    1. Navigate to **Reports** in Salesforce
    2. Create or open a report for **Accounts** (sponsors) or **Contacts**
    3. Click **Export** → **Export Details Only**
    4. Choose **Comma Delimited (.csv)** format
    5. Download and upload to Valiyou
  </Accordion>

  <Accordion title="What if my CSV has different column names?">
    Select "Other" or "Excel/Manual CSV" as the source system, and you can manually map your CSV columns to Valiyou fields using the dropdowns in Step 3.
  </Accordion>

  <Accordion title="Can I import logos with sponsors?">
    Not yet. Logo import is planned for a future update. Currently, you need to upload sponsor logos manually after importing by editing each sponsor.
  </Accordion>

  <Accordion title="What's the maximum file size for CSV import?">
    The importer supports CSV files up to **10 MB** and **10,000 rows** per file. For larger imports, split your CSV into multiple smaller files.
  </Accordion>
</AccordionGroup>

## Related Documentation

* [Sponsors Management](/sponsorships/sponsors) - Learn how to manage sponsors after importing
* [Packages](/sponsorships/packages) - Create sponsorship packages using imported sponsors
* [Proposals](/sponsorships/proposals) - Send proposals to imported sponsors
* [Plugins](/platform/plugins) - Overview of all Valiyou plugins