CSV Import: Upload, Map, and Review Data in TIEIT

Overview

TIEIT allows you to import contacts and other CRM data using a CSV file. The import process is designed to help you map your data correctly, validate it before import, and review any issues after the import is completed.

This article walks you through the full process—from uploading your file to reviewing import results. Please click here to download the CSV template.

What’s in this Article

How to Import Data

Step 1: Start the Import

• Go to CRM > 3 dots from the top menu > Import CRM Data.

  

• From the side pane upload your CSV file.
• Make sure File Format and Existing Record fields dropdown values

• Click Continue to mapping.

  

Once uploaded, you’ll move to the mapping and validation step.

Map and Validate Your Data

After uploading your file, TIEIT guides you through mapping your CSV columns to CRM fields.

Match Existing Records

At the top of the page, choose how existing records should be matched:

• Primary Email
• External Record ID

This determines whether records are updated or created as new entries.

Map CSV Columns to CRM Fields

For each column in your CSV:

• Assign it to a corresponding CRM field
• If a column is not needed, leave it Not Mapped

TIEIT provides a clear summary:

• Mapped – Ready to import
• Unmapped – Missing or not assigned
• Needs Review – Requires your attention before proceeding

Use filters like Mapped, Unmapped, or Uncertain to quickly review specific fields.

Handle Ambiguous Fields

If a column matches multiple CRM fields (for example, “Location”), TIEIT will flag it as Needs Review.

• Select the correct field from the dropdown
• Confirm the mapping before proceeding

Overwrite Existing Data

• Use Default overwrite for mapped rows to control whether existing data should be updated
• You can also enable Row override for specific fields

This gives you control over whether imported data replaces existing values.

Finalize Mapping

Once everything is mapped and reviewed:

• Click Import to proceed to complete the import

TIEIT will validate your data and begin the import process.

Review Import Results

After the import is complete, you’ll receive a notification once the import finishes. To review the status of all your imports at any time:

• Click the three-dot menu from the top navigation
• Select Import to open the Import listing page

This page provides a complete summary of the import:

• Progress – Import completion status
• Data Rows – Total rows processed
• Imported – Successfully imported records
• Updated – Existing records updated
• Issues – Rows that need attention

Identify and Fix Issues

If there are any issues, they will appear in the Issues section.

Each issue includes:

• Error Type (for example, column not mapped)
• Detailed Message explaining the problem
• Row Preview showing affected data

Example:

• A column in your CSV contains data but is not mapped to any CRM field
• TIEIT will highlight this and suggest mapping it before re-importing

You can:

• Review the issue
• Fix your CSV or mapping
• Re-import the file if needed

You also have the option to Download issues as CSV for offline review.

Things to Watch Out For

FAQ

Why are some rows not imported?

Rows may fail to import if:

• Required fields are missing
• Data format is invalid
• Fields are not properly mapped

Check the Issues section in the Import Details page for specific errors.

What does “Column not mapped” mean?

This means a CSV column contains data but is not assigned to any CRM field. As a result, that data is not imported.

How to fix:

Map the column to the correct CRM field during the mapping step and re-import.

What does “Needs Review” mean?

TIEIT has detected that a column may match multiple fields or is unclear.

How to fix:

Select the correct CRM field from the dropdown before proceeding.

Why are existing records not updated?

This usually happens when overwrite settings are not enabled.

How to fix:

Enable Default overwrite for mapped rows

Or use Row override for specific fields

Can I fix errors after the import?

Yes. You can:

• Review errors in the Import Details page
• Download issues using Download issues CSV
• Correct your data and re-import

What happens to unmapped columns?

Unmapped columns are ignored and not imported into TIEIT.

Can I stop or undo an import?

Currently, imports cannot be undone. You may need to manually update or remove incorrectly imported records.

Need Help?

If you run into issues while importing data or need help resolving errors, reach out to the TIEIT Support Team through the Help Center. We’re here to help you get your data set up correctly.