Import your data

You can bring your existing accounts and contacts into Relaya from a CSV file — a spreadsheet exported as comma-separated values.

What you can import

Two kinds of records, from spreadsheet columns:

• Accounts — account name, industry, domain
• Contacts — contact name, email, phone, account

Tip

Headers are matched flexibly, so your column names don’t have to be exact. A column called “Company”, “Account Name”, or “Organization” can all map to the account name — no need to rename everything first.

Import is idempotent

Re-importing the same file won’t create duplicates. Relaya matches:

• Accounts by name
• Contacts by email

If a record already exists, the import updates it rather than adding a second copy. That means you can safely re-run an import — for example after fixing a few rows — without making a mess.

Bad rows are handled gracefully

One problem row never fails the whole file. Instead:

• Good rows import normally
• Each bad row is reported individually with a reason, so you can see exactly what to fix

Correct the flagged rows in your spreadsheet and import again — the idempotent matching keeps everything tidy.

Note

Because contacts are matched by email, rows without an email address can’t be de-duplicated reliably. Include an email for each contact wherever you can.

After importing

Your imported records appear in Accounts and contacts, where you can review, edit, and link them.

Where to go next

• Review what came in under Accounts and contacts
• Connect deals to imported companies in Deals and pipeline