Overview
The Imports module in the Nuvia platform allows users to upload CSV files containing prospect data (People or Companies) sourced from external CRMs, spreadsheets, or proprietary databases. This functionality is designed to simplify the centralization and organization of data directly within the platform.
Objectives
Enable fast and secure import of external data
Provide a guided and intuitive experience for reviewing, mapping, and validating data
Ensure compatibility with Nuvia’s data structure
Import records step-by-step
1. Upload a File
Users upload a CSV file via drag-and-drop or file selector.
The platform automatically displays a preview of the detected columns and rows.
2. Map Columns
The platform lists the columns found in the CSV file and prompts users to map them to existing fields within the Records system.
Available fields include:
Name,E-mail,Phone,Job Title,LinkedIn,Current Company
Company,Department,Seniority,Headline,Location,Twitter, and othersIrrelevant columns can be ignored.
The user can create new fields by clicking on “Create new attribute”.
3. Review
The system presents a row-by-row preview with mapped columns.
It highlights:
Successfully found values
Missing or empty fields
Potential formatting errors
Users can review and correct any issues before finalizing the import.
4. Preview Import
Final display of how the imported data will appear in the platform.
A table shows all formatted records to be imported.
Once reviewed, the user confirms the import.
Key Benefits
Fast integration of contact lists from CRMs such as HubSpot, Salesforce, or Excel files
Intelligent column mapping to reduce manual work
Data validation before importing
Full compatibility with the Nuvia ecosystem (Records, Lists, Campaigns)