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LESSON 43 / 60

Import a small CSV safely

CSV imports create several records from a text table.

5 min
  1. 1Understand
  2. 2Guided practice
  3. 3On your own
THE IDEA

Import a small CSV safely

CSV imports create several records from a text table. The header tells the importer which field each column represents.

This practice importer requires name, company, and email, with optional region and source. Inspect the created records after import instead of assuming every row succeeded.

Builds on Find one teammate’s work

A WORKED EXAMPLE

A simple example

The header name,company,email maps each row’s first three values to the same three lead fields.

name,company,email
Jamie Lee,Bluebird Ltd,jamie@bluebird.example

A common mistakeA column header is a field name, not another prospect to import.

Words you’ll use in this lesson
CSV
A text table whose columns are separated by commas.
Field
One detail on a record, such as Email, Status, or Amount.
Lead
A person or organization being evaluated as a possible customer.