Importing from CSV files

Bring spreadsheet data into Ikigai with the built-in CSV importer for contacts and companies. The importer runs in two steps — upload, then mapping — so you always see what will happen before anything is written.

Where to find it

On the Contacts or Companies list page, click Import CSV («Импорт CSV» / «Імпорт CSV» in the localized interface). The button is visible to roles that have the bulk operations permission (bulk.run), which an admin can grant per role; the import itself is additionally restricted server-side to workspace owners and admins. Not sure how your columns should look? Click Download a starter template in the dialog.

Step 1 — upload

Upload a CSV file with a header row. Limits:

up to 5,000 data rows per file — split larger files and import them in parts;
up to 5 MB per file.

Ikigai parses the file and guesses the column mapping from your headers (columns named name, email, phone, company, and similar variants are recognized automatically).

Step 2 — map the columns

Review the suggested mapping and adjust it. A preview of the first rows helps you check that the right data lands in the right field.

Object	Fields you can map to
Contacts	Full name (required), Email, Phone, Position, Company name
Companies	Name (required), Domain, Industry

Any column can be set to Ignore. For contacts, the Company name column is a lookup: if a company with that name already exists in your workspace, the contact is linked to it.

Skipping duplicates

The Skip duplicates by selector controls dedupe during the import:

Contacts — by email (default) or by phone; values are normalized first (emails lowercased, phones reduced to digits keeping a leading +), so Anna@Example.com and anna@example.com count as the same.
Companies — by domain (default) or by name.
None — import everything as new records.

Rows that match an existing record are skipped and counted, not merged.

Results

After the import you get a summary — how many rows were imported, deduped, and how many had errors — plus a per-row error list with the exact row number and reason (for example, a missing name). Every import is also written to the workspace audit log.

Encoding and formatting tips

Save the file as UTF-8. If you export from Excel, choose "CSV UTF-8" — plain "CSV" may mangle accented and Cyrillic characters.
Use a comma separator and keep the header row.
Keep phone numbers with the country code (for example +48601234567); punctuation and spaces are stripped automatically.
One record per row; the first sheet only — the importer reads a flat CSV, not a workbook.