Imports

Two ways to import: CSV through the UI, or API calls.

CSV import (UI)

1. Open the target object (e.g., Companies)
2. Right-side Import → upload CSV
3. Map columns to CRM fields
4. Preview → Import

Best for: one-time data loads, user-driven imports, under 5,000 rows.

API import (GraphQL)

For programmatic or larger imports.

Companies

mutation {
  createCompanies(data: [
    {name: "Acme Corp", league: "NFL", revenueType: "TECHNOLOGY"},
    {name: "Beta Inc",  league: "NBA", revenueType: "VENUE_SERVICES"}
  ]) { id name }
}

Chunk size: 50 rows per call.

People

mutation {
  createPeople(data: [
    {firstName: "Alice", lastName: "Smith", email: "a@acme.com", companyId: "company-uuid"},
    ...
  ]) { id }
}

Opportunities

mutation {
  createOpportunities(data: [
    {name: "Acme 2026 RFP", companyId: "uuid", stage: "PROPOSAL", bidStatus: "RFP_RECEIVED", dealValue: 500000},
    ...
  ]) { id }
}

Revenue splits

mutation {
  createOpportunityRevenueSplits(data: [
    {opportunityId: "uuid", fiscalYear: 2026, allocatedAmount: 300000, splitType: "INSTALL"},
    ...
  ]) { id }
}

Rate limits

• 100 API calls / 60 seconds (REST and GraphQL share this quota)
• Bulk updates: updateOpportunities(data, filter) capped at 200 records per call
• Bulk creates: use 50-row chunks for safety
• Per-record PATCH: REST, paced at 0.65s (~1.5/s) with exponential backoff on 429

See Rate Limits for detail.

Critical: don't create duplicate Companies

When importing People or Opportunities, always match to an existing Company first. If the match fails, either:

1. Create the Company first, then reference its id in the People/Opportunity import
2. Or flag the row for manual triage

Duplicate Companies are the #1 data-quality issue. Every Person needs a companyId, every Opportunity needs a companyId.

Field mapping helpers

For SF → CRM imports, see the Salesforce Field Map table. Key gotchas:

• businessUnit has 3 values, SF has 5 RecordTypes — do the roll-up
• stage + bidStatus together replace SF's StageName
• accountExecutive is TEXT, not a RELATION — paste the name string directly
• league on Opportunity mirrors Company.league — backfill from company if not specified

Verification

After every bulk import:

1. Count via GraphQL: query { opportunities { totalCount } }
2. Spot-check 5 random records via UI
3. Run Scout: "any opportunities with null company in the last 24 hours" — catches broken links