Before importing your deals, companies, or notes, you have to prepare the import file that contains all the information that you want to upload. Each ESP or CRM has its own requirements on how attributes should be formatted to be recognized and imported correctly.
File format rules
- Include only one type of object in your file: deals or companies or notes.
- We recommend you include a header row in which each column header corresponds to a deal, company, or note attribute in Brevo. Column headers are optional but make it easier for our system to match your data to the corresponding deal, company, or note attributes. They can be organized in any order without affecting the import.
- Each deal, company, or note must have its own row.
- Separate each value in your import file by a semicolon
;, a comma,or a tab. If you don't specify a delimiter, your file won't be uploaded as our system won't be able to recognize each value. - Only include one sheet in your file.
- Save your file in a CSV, XLSX, or TXT format.
- If your file contains special characters, encode it in a UTF-8 format to ensure that all characters appear correctly.
- There is no limit on the number of companies, deals, or notes you can import at once. However, make sure your file is smaller than 250 MB.
Attribute format rules
If you want to import some attributes that are not available by default, you can create your own custom attributes. Learn more in our dedicated article: Create and manage custom attributes for deals and companies. You cannot create custom attributes for notes.
Whether they are default or custom attributes, each attribute belongs to one of the following types: Text, Number, Boolean, Date, or Category.
Each type of attribute has to follow specific format rules:
Text
Text attributes are used to store a string of any alphanumeric characters, such as a word, a phrase, or a sentence. When used in an import file, text attributes have no character limit.
You can use a text attribute to import a company's name or language preferences.
You can use rich text to format the Note attribute when importing notes. The following elements are supported: <b>, <strong>, <em>, <ins>, <i>, <u>, <ul>, <li>, <br>, <p>, and <a>.
Number
Number attributes are used to store number values written in decimals.
You can use a number attribute to import a company's number of employees or revenue.
Boolean
Boolean-type attributes are used to store values with a Yes/No format.You can use a boolean attribute to import information about if a company had their first meeting with you yet or not.
Date
Date-type attributes are used to store date values. Keep the format of the values under this attribute similar to the format selected under the default settings of your Brevo account (DD-MM-YYYY or MM-DD-YYYY).
You can use a date attribute to import the date when you first contacted or met a company.
Category
Category-type attributes are used to store values from a defined set of possible values.
You can use a category attribute to import a company's country and define possible values as "France", "Spain", "Germany", etc. The attribute Country of each company will then only contain one value among the ones you specified.
Brevo user
To import the Owner attribute, include the email address of the Brevo user you want to assign as the owner of the deal or company.
Prepare your import file
Make sure you include all the required attributes in your import file:
- For companies, you can check which attributes are required from the Manage company creation attributes page. By default, COMPANY NAME and OWNER are required. If you don't include an owner for your companies during the import, you'll be the default owner.
- For deals, you can check which attributes are required from the Manage deal creation attributes page. By default, DEAL NAME, DEAL OWNER, and DEAL STAGE are required. If you don't include an owner for your deals during the import, you'll be the default owner. If you don't include a deal stage, the default deal stage will be New.
- For notes, the required attributes are DATE, NOTE, and at least one of the following attributes: ASSOCIATED CONTACT, ASSOCIATED DEAL, or ASSOCIATED COMPANY.
To format your deals, companies, or notes import file:
- [Recommended] In a spreadsheet, include a header row and use your Brevo default or custom attributes as your column headers.
- Paste the data of your deals, companies, or notes into the relevant fields.
- Save your import file.
Once you're done, your import file should look like one of the following examples:
| Example of an import files for deals |
| Example of an import file for companies |
| |
| Example of an import file for notes |
⏭️ What's next?
🤔 Have a question?
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