How to prepare a CSV file for CRM or database import

Your CRM or database has specific column requirements, but your CSV export doesn't match. You need to rename columns and restructure data.

See it in action

Prompt
"Rename columns to match HubSpot import format: Email, First Name, Last Name, Company Name"
Before
#contact_emailfnamelnamecompany
1john@acme.coJohnSmithAcme Corp
2jane@tech.ioJaneDoeTech Inc
3bob@sales.comBobWilsonSales Co
After
#EmailFirst NameLast NameCompany Name
1john@acme.coJohnSmithAcme Corp
2jane@tech.ioJaneDoeTech Inc
3bob@sales.comBobWilsonSales Co

Why use Magic CSV for this?

  • Rename columns to match your system's requirements
  • Reorder and restructure data for imports
  • Avoid import errors and rejected records

Ready to transform your data?

Upload your CSV, describe what you want, get clean data back.

How to prepare a CSV file for CRM or database import | Magic CSV | Magic CSV