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. Additionally, you can also import data into contact cards and organization cards, allowing for more comprehensive data management.
You can reference this CSV file as an example for cleaning up your file.
Best Practices for CSV Preparation and Import
Ensure Consistent Headers: Use clear and consistent headers in your CSV file that match the fields in your pipeline.
Review Data Before Import: Check your CSV file for errors or inconsistencies before uploading.
Understand Streak's Mapping Logic: Familiarize yourself with how Streak maps CSV columns to pipeline and contact/organization fields to avoid surprises during import.
Test with a Small Dataset: If you're new to the import process, start with a small sample CSV file to ensure everything works as expected.
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:
Automatic email sharing: This is enabled by default for contacts only.
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.
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. You will need to add the columns to your Streak pipeline before you can import. However, you may need to map out the remaining columns that are “Unmapped”. To map the rest of the columns: Streak's mapping logic may also suggest default mappings for person or company data to "Contact-" or organization fields. You can override these suggestions manually during the mapping process.
Click the Unmapped dropdown
Select the corresponding Streak column you want to import the data to
Note that all boxes require a "Box Name". If no value is provided, the import will choose a fall back option. The default fallback option is First Name + Last Name
If the pipeline column hasn’t been created yet, you have the option to add a new column directly within the importer:
Click on the Unmapped dropdown
Select the + Add new button at the bottom of the dropdown menu
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.
Troubleshooting Common Issues
Why are my CSV headers being changed during import?
Streak automatically attempts to match your CSV columns to existing fields in your pipeline, contact cards, or organization cards. If your CSV contains person or company data, Streak may suggest mapping these columns to "Contact-" or organization fields by default. This behavior aligns with Streak's best practice of storing person/company data on contact and organization cards. To resolve this:
Use the import mapping screen to override default suggestions.
Manually select the exact pipeline fields you want for each column.
When the import is complete, each row in your uploaded file will be a box in your pipeline!