Running Your Import

By default, Insycle runs your import against every row in your CSV. To import only specific records — for example, to test a small batch before running the full import — return to the Preview and check the boxes beside the records you want to include. Leave all checkboxes blank to import every record.

The image above shows the Preview panel in the Magical Import module, with the Filter set to "Show All Rows." The CSV Column header row displays Email, Company Name, First Name, and Last Name. An arrow points to a checked checkbox next to row 5, and row 6 is also checked, while the other visible rows remain unchecked, illustrating how to select specific records for the operation.

Selecting a Records Mode tells Insycle how to handle your CSV data relative to existing CRM records during the import.

1. At the bottom of the Magical Import page, under Action to take with the CSV, select the Import tab. 

2. Then, select the Records Mode to instruct Insycle how to handle your CSV data during the import:

   • Update existing and create net new: If Insycle is unable to find a corresponding record, a new record is created in your CRM.
   • Only update existing: If Insycle finds a corresponding record, it updates it with the data from your CSV. Data that doesn't match an existing CRM record is not imported.
   • Only create net new: Only records that can't be matched to an existing record in your database are imported. Records that already exist in your CRM are not updated.

   Note: Intercom users have only the "Only update existing" option available.

3. When you click Import, you'll be prompted to confirm.

If you aren't ready to import yet or want to preview how the import might affect records already in your database, use the Compare (Preview) tab to view your CSV values side by side with matching CRM records without changing any data in your CRM. See Comparing CSV Data Alongside CRM Values for details. 

The image above shows the "Action to take with the CSV" panel in the Magical Import module, with the Import tab selected. Under Records Mode, "Only create net new" is selected. A checkbox to email the CSV report to an address is checked, and an "Import 2 Contacts" button appears below.

Depending on your CRM, you can add imported records to a list or campaign as part of the import.

HubSpot

When importing records to HubSpot, the Add to List option appears. Type to search existing lists, or use the Create List button to make a new one. If you select an existing list, click Show to open it in HubSpot for a preview.

The image above shows the "Action to take with the CSV" panel in the Magical Import module, with the Import tab selected. Under Records Mode, "Update existing and create net new" is selected. The Add to List field — which appears only for HubSpot records — reads "ABA Aviation & Aerospace Law Conference" with Create List and Show options alongside a trash icon. A checkbox to email the CSV report to an address is checked, and an "Import 2 Contacts" button appears below.

Salesforce

When importing contacts or leads, the Add to Campaign setting appears. Type to search campaigns and select one, then set the Campaign Member Status. Click Show to open the campaign in Salesforce for a preview.

The image above shows the "Action to take with the CSV" panel in the Magical Import module, with the Import tab selected. Under Records Mode, "Update existing and create net new" is selected. Under Records Mode, "Update existing and create net new" is selected. The Add to Campaign field — which appears only for Salesforce contacts and leads — reads "International Electrical Engineers As..." with a Show link, and the Campaign Member Status is set to "Sent." A checkbox to email the CSV report to an address is checked, and an "Import 62 Contacts" button appears below.