Nº 47 · Integrations
Import CSV data into SIGNL
Bring in leads, calls, payments and notes from a file. See what syncs, where it stops and how to set it up.
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See the whole workspaceWorks with CSV
What it does
Bring leads in from a CSV file exported from any tool. On the Imports page the same file can also carry calls, payments and notes, with a preview before anything is written.
What syncs
What it covers
3- Leads from a contact list
- Calls, payments and notes on the Imports page
- Preview before import
What it does not do
- A file can be at most 25 MB, and it is read once. Bring later rows with another import.
Set it up
The steps are in the docs, linked below.
Questions people ask
What does SIGNL receive from CSV?
From CSV: Leads from a contact list, Calls, payments and notes on the Imports page, Preview before import. Data moves one way, into SIGNL.
How do I set up the connection to CSV?
The CSV connection has no steps of its own on this page. The docs guide is linked under Keep going.
Where does the connection to CSV stop?
Here is where the CSV connection stops. A file can be at most 25 MB, and it is read once. Bring later rows with another import.
How ready is the connection to CSV?
The CSV connection is built and switched on for every workspace.
Can I import my history from CSV?
Yes, from the Imports page. The migration guide lists what comes across and what you set up again.
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