Import data into Streak

Learn how to import data into your Streak Pipelines

Amanda avatar
Written by Amanda
Updated over a week ago

In this article:

You can import external data into Streak through our native importer tool. Each row in your file will be a box (i.e., a row) in whichever Streak pipeline you choose. The importer tool supports Google Sheets, CSV, and Excel files.

You can reference this CSV file as an example for cleaning up your file.

How to import

To import your data into Streak:

1. Navigate to your pipeline and click on the 3-dot icon, the orange + icon, or the Import data button from the sidebar and select Import

2. You can select to upload a Google Sheets, CSV, or Excel file in the new window and select the Next button to begin mapping the data to your pipeline columns

Configuring the importer settings

Before uploading your import file, you can configure the settings to enable or disable:

  1. Automatic email sharing: This is enabled by default for contacts only.

  2. Update or create new boxes: Existing boxes with the same box name are updated by default. To add multiple contacts to the same box, create separate rows for each contact on your import file with the same box name.

  3. Create missing stages/dropdowns/tags: If a stage, dropdown, or tag is not found on the pipeline, they will automatically be created by default.

Mapping the data to your pipeline columns

The importer will automatically match columns in your file data with the same or similar column names on your Streak pipeline. However, you may need to map out the remaining columns that are “Unmapped”. To map the rest of the columns:

  1. Click the Unmapped dropdown

  2. Select the corresponding Streak column you want to import the data to

If the pipeline column hasn’t been created yet, you have the option to add a new column directly within the importer:

  1. Click on the Unmapped dropdown

  2. Select the + Add new button at the bottom of the dropdown menu

  3. Add a name for the column and select the column type (i.e. Dropdown, Tag, etc.)

Once your pipeline columns are mapped out, click on the Next button to review and finalize your data. During this part of the process, review any errors and clean your data by:

  • Using the “Find and Replace” function

  • Deleting unwanted or duplicate rows

  • Manually filling in empty cells

  • Making adjustments to incorrect data or formatting

If everything looks ready to go, click Import Now.

When the import is complete, each row in your uploaded file will be a box in your pipeline!

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