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Import CSV

Import leads and records from CSV files directly into your workflow.

Key Takeaway

Import CSV lets you import leads and records from csv files directly into your workflow. included in your plan at no extra credit cost. It is part of SyncGTM's 15+ lead source library .

What is Import CSV?

Import CSV is SyncGTM's built-in data ingestion lead source that lets you upload comma-separated value files directly into your go-to-market workflows. Whether you are migrating prospect lists from a legacy CRM, importing attendee rosters from a recent conference, or loading a purchased contact database, Import CSV transforms static spreadsheet data into actionable, enrichable records in seconds. Unlike manual copy-paste workflows or fragile custom scripts, SyncGTM's CSV importer automatically detects column headers, maps fields to your workspace schema, and validates data types before any record is created. This means fewer errors, cleaner pipelines, and faster time-to-outreach for every member of your revenue team.

For modern GTM teams, data lives everywhere -- in exported HubSpot lists, downloaded LinkedIn Sales Navigator results, partner-shared spreadsheets, and event registration exports. Import CSV acts as the universal bridge that brings all of these disparate data sources into a single, normalized workspace inside SyncGTM. Once imported, records immediately become available for waterfall enrichment, automated sequencing, and AI-powered scoring. The import process supports files up to 100,000 rows, handles UTF-8 and Latin-1 encodings, and gracefully manages edge cases like quoted commas, multiline cell values, and empty columns. SyncGTM preserves your original data alongside any mapped fields, so you always have a complete audit trail of where each record originated.

Import CSV is included in every SyncGTM plan at no additional credit cost, making it the most accessible starting point for teams evaluating the platform. Sales development representatives use it to quickly load target account lists before enrichment runs. Marketing operations managers rely on it to ingest campaign response data for lead scoring models. Revenue operations leaders leverage it during CRM migrations to stage and validate records before syncing to production systems. Combined with SyncGTM's enrichment waterfall and AI scraping capabilities, Import CSV turns any static file into a living, enriched dataset ready for outbound execution.

Once your data is in SyncGTM, you can run it through waterfall enrichment to fill in missing emails, phone numbers, and firmographics from 75+ data providers. Pair this lead source with SyncGTM's enrichment actions and push clean, enriched records directly to your connected CRM or outreach tool. Learn more about how waterfall enrichment works.

How it works

  1. 1

    Upload your CSV file or paste raw CSV data directly into SyncGTM's import wizard. The platform accepts files up to 50 MB and automatically detects delimiters, encodings, and header rows.

  2. 2

    Review the auto-detected column mapping and adjust field assignments as needed. SyncGTM suggests the best matching workspace fields based on header names and sample data patterns.

  3. 3

    Configure optional settings such as duplicate detection rules, tag assignments, and which enrichment workflows should run automatically on newly imported records.

  4. 4

    Confirm the import and monitor progress in real time. SyncGTM validates each row, flags any parsing errors, and provides a summary report showing successful imports, skipped duplicates, and flagged records.

  5. 5

    Access your imported records in the workspace table immediately. From here, you can trigger enrichment waterfalls, assign records to sequences, or export enriched data back to your CRM.

Use cases

CRM Migration Staging

When switching from one CRM to another, export your existing contacts and companies as CSV files, import them into SyncGTM for data cleansing and enrichment, then push clean records to the new CRM. This prevents dirty data from polluting your new system on day one.

Event Lead Processing

After a trade show or webinar, download the attendee list as a CSV and import it into SyncGTM. Automatically enrich each attendee with company data, job title verification, and email validation before routing qualified leads to your SDR team.

Partner Lead Ingestion

When channel partners share prospect lists in spreadsheet format, import them into SyncGTM to deduplicate against your existing database, enrich with missing firmographic data, and score each lead before distributing to regional sales teams.

Purchased List Activation

Turn a purchased or rented contact list into outbound-ready records. Import the CSV, run waterfall enrichment to fill in direct dials, verified emails, and technographic data, then push qualified contacts directly into your sales engagement platform.

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Frequently asked questions

What data does this return?

How many credits does this cost?

What file formats does SyncGTM support?

What file size and format limits apply?

Can I automate recurring CSV imports?

How does duplicate detection work?

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