Import & export

Coco CRM moves data in and out through three paths: the CSV import wizard, CSV export from any view, and the API. For HubSpot migrations there's a dedicated app.

Importing from CSV

Every object supports CSV import — Companies, People, Deals, Leads, and any custom object.

1. Open the object's page and choose Import from the view's options menu (⋮).
2. Upload your .csv file (comma-separated, first row as headers).
3. Map fields — the wizard matches CSV columns to object fields automatically by name; adjust any mapping manually. Unmapped columns are skipped.
4. Review and run — the wizard validates rows and imports them.

Field mapping notes

Deduplication and updating existing records

If a CSV row matches an existing record on a unique field (such as email for People or domain for Companies), the wizard can update the existing record instead of creating a duplicate. Choose the update-existing behavior in the wizard when prompted, and make sure the matching column is mapped.

Error handling

Rows that fail validation (bad dates, unknown select options, missing required fields) are reported at the end of the import with the reason per row. Valid rows still import — fix the failed rows in your CSV and re-import just those. Nothing is partially written per row: a row either imports fully or not at all.

Exporting to CSV

Any view can be exported:

1. Open the view — apply filters and sorts first if you only want a subset.
2. Open the view options menu (⋮) and choose Export.
3. A CSV downloads with the view's visible records and columns.

Export respects your permissions — you export only records your role can see.

Importing via the API

For programmatic or recurring imports, use the GraphQL API (/graphql) or REST API (/rest/*) with an API key from Settings → API & Webhooks. Every object — standard and custom — has auto-generated create/update mutations, so scripts can upsert records directly. See API and Webhooks.

Prefer the CSV wizard for one-off migrations: it gives you mapping, validation, and dedupe for free.

Importing from HubSpot

Migrating a HubSpot portal? Use the built-in HubSpot import app instead of exporting CSVs by hand — it connects with a private-app token, shows live counts of Companies, Contacts, and Deals, and imports them through the same native pipeline as the CSV wizard (with field mapping and dedupe applied). See HubSpot Import.