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Peak Atlas

Peak CRM · Import

Start quickly,
without damaging contacts.

A spreadsheet of contacts is mapped column by column to your CRM fields. You see possible duplicates before the import, not after.

Start Peak CRM for free

Sample CSV · no upload · nothing is imported

CSV fileYour spreadsheet
Peak CRMThe target field
Peak CRM · Example mapping
One mapping in detail
01 / CSV fileEmail
02 / Fictional test valuealex@example.com
03 / Peak CRMperson.email

A readable field path as an example. No transfer.

View all 5 mappings
Example field mapping with fictional values.
CSV filePeak CRM property
Emailperson.email
First nameperson.first_name
Last nameperson.last_name
Companycompany.name
状态crm.classification
Example mapping
No transfer
You set up connections in the product. Nothing is connected on this page.
One concrete target

Understand fields. Keep the source.

Peak CRMArrival in the workspaceNot checked yet

The mapping shows the translation. Only a test in your workspace shows what actually arrives.

02 / Preview before import

Map first. Then check. Then import.

A good import changes nothing you have not seen beforehand.

  1. 01 / The file

    Choose a file

    In the product you upload your spreadsheet. On this page there is only an example.

    What do you have?CSV spreadsheetColumn namesExample rows
  2. 02 / The mapping

    Map the fields

    Each column gets its target field; unclear columns stay marked.

    Which column becomes which field?姓名EmailCompany
  3. 03 / The check

    Check duplicates

    Existing contacts are shown before anything is taken over.

    What is already there?Possible duplicatesEmpty fieldsYour confirmation

Trust needs clarity

Status, requirements and limits.

01 / The existing evidence

An example, no upload

This page accepts no file and processes no personal data.

CSV / Peak CRMEXAMPLE
CSV fileField mappingPeak CRM
Mapping
Example
Arrival in the workspace
Not checked

02 / Your check

Import only when signed in

The real import runs in your workspace, after sign-in and with your confirmation.

Account
Not connected
Permission
Grant in the product

03 / The clear limit

No silent overwriting

Existing contacts are not replaced without asking. You decide on every duplicate.

  • CSV
  • Mapping
  • Duplicates
  • Preview

The next step

Your contacts. Cleanly taken over.

Start Peak CRM and map your own spreadsheet step by step.

Start Peak CRM for free
Your field mappingNOT CONNECTED
CSV file→Peak CRM
Email → person.email

Check in your workspace what actually arrived.

Frequently asked questions

Can I upload a file here?

No. This page only shows a sample CSV. The real import runs in your workspace after sign-in.

What happens with duplicates?

Possible duplicates are shown before the import. You decide on each one.

Which columns do I need?

Typically name, email and company. Unclear columns stay marked until you map them.

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