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HelpdeskAgentdevTesoro CRM

Data Import: CSV Wizard for Leads, Contacts, Relations

Tesoro has a built-in import wizard. Three types of records: leads, contacts, and relations. Auto-mapping of columns, test import before final execution, batch processing for large files. Admin only.

When to use this?

Section titled “When to use this?”
  • 500 contacts from a previous CRM in CSV format
  • A list of leads from a marketing campaign
  • A collection of business relations (companies) manually compiled

Four import types

Section titled “Four import types”
Type Description Navigation
Lead Buyer leads with tracking Leads → Import
Lead (Owner) Sellers with property details Leads → Import (choose Owner)
Contact Qualified contacts Contacts → Import
Relation Companies, business partners Relations → Import

CSV requirements

Section titled “CSV requirements”
Property Requirement
Type .csv
Maximum file size 50 MB
Delimiter Comma or semicolon (auto-detect)
Header row First row = column headers
Encoding UTF-8 recommended

CSV preparation: guidelines

Section titled “CSV preparation: guidelines”
  1. Download sample file + use as template
  2. Keep header row with correct Tesoro field names
  3. UTF-8 for special characters
  4. Fill required fields: otherwise row skipped

Phone numbers

Section titled “Phone numbers”
  • International format with country code: +31612345678
  • Spaces automatically removed
  • Parentheses/dashes can cause errors

Multiple values in one cell

Section titled “Multiple values in one cell”

Separate with comma within the same cell:

  • property_details.type: apartment, villa, townhouse
  • property_details.location: Marbella, Estepona, Benahavis

Nested fields: dot syntax

Section titled “Nested fields: dot syntax”
Prefix Nested under Example
address. Address address.city, address.street
lead. Lead tracking lead.source, lead.status
property_details. Property preferences property_details.type, property_details.price_min
property_address. Property address (sellers) property_address.street
timing. Timing timing.looking_to, timing.timeline_max
social. Social (relations) social.facebook, social.linkedIn

Fields per import type

Section titled “Fields per import type”

Lead import

Section titled “Lead import”
Column Required
type (always lead) Yes
status Yes
owner_email Yes
salutation No
language No
first_name, last_name Yes
email, phone Yes
additional_information No

Contact import

Section titled “Contact import”
Column Required
type (always contact) Yes
status, owner_email Yes
salutation, role, language No
first_name, last_name, email, phone Yes
additional_information No
address.* No
do_not_contact, portal_user (true/false) No

Relation import

Section titled “Relation import”
Column Required
name, type, email, phone_number, status Yes
website_url, preferred_communication, note, credit_terms No
address.* No
social.facebook, social.linkedIn, social.instagram No

The import wizard: four steps

Section titled “The import wizard: four steps”

  1. Select file: go to the correct type (Leads/Contacts/Relations → Import).

    The import wizard.
    Import contacts

    Upload CSV (max 50 MB). On this page also:

    • Download sample file for type (leads: choose between leads variant and owners variant)
    • Open import history for previous imports

    Next →

  2. Assign fields (mapping): Tesoro parses and shows per column:

    • Column name from file
    • Sample value from row 2
    • Dropdown with Tesoro fields

    Auto-matching:

    • Exact name (e.g., first_name)
    • Exact label (e.g., First Name)
    • Partial match (case-insensitive)
    • Previous mapping for same column names

    Required fields must all be assigned, otherwise cannot continue.

    Preview → test import.

  3. Validate (preview): NO records created. Per row:

    • Row number
    • Status: succeeded / failed
    • Error message if failed

    Errors? Go back to step 1, correct CSV, upload again.

    Satisfied? Click Import → final.

  4. Done: import log with success/skipped rows. On success: reference to created record.

How auto-mapping works

Section titled “How auto-mapping works”

Three strategies:

  1. Exact value match: first_name matches first_name
  2. Label match: First Name (label) matches
  3. Partial match: case-insensitive
  4. Previous mapping: same column names as previous import → mappings restored

Required fields per type

Section titled “Required fields per type”
Type Required
Lead first_name, last_name, email, phone, owner_email
Contact first_name, last_name, email, phone, owner_email
Relation name, type, email, phone_number, status

Determining owner

Section titled “Determining owner”
  1. owner_email column → user looked up per row
  2. Fallback → first user of your company

Duplicates: no auto-detection

Section titled “Duplicates: no auto-detection”

Tesoro does no duplicate detection during CSV import. All rows are created, even with existing emails.

Prevent duplicates:

  • Check your CSV beforehand
  • Remove duplicates in source
  • Test import to see counts
  • Manually merge after import

Common errors

Section titled “Common errors”
Error Cause Solution
Required field empty first_name, last_name, email empty Fill in CSV
Invalid email No @ or typo Check
Invalid owner_email User does not exist Use existing user
Invalid type/status Not in allowed options Compare with sample file
Invalid phone number No international format Use +31612345678
Location as string Multi-values not correctly separated Comma within cell
Name with numbers first_name/last_name contains numeric characters Remove

Import log (test + final)

Section titled “Import log (test + final)”

Per row:

  • Row number (starting from 2, because 1 = header row)
  • Status (error: 0 or 1)
  • Error message if failed
  • Created record on success (resource + ID)

Batch processing

Section titled “Batch processing”

Imports processed in batches of 100:

  • Large files automatically split
  • Each batch via background task
  • Live progress in UI (“150/500 processed”)
  • Polling every 5 seconds

Import history

Section titled “Import history”

Open import history on import page. Table:

Column What
Filename Name of CSV
Total rows In file
Processed rows Number processed
Date When

Paginated (10 default, 10/20/30/40/50 possible), sorted newest first.

Importing properties: other route

Section titled “Importing properties: other route”

Not via CSV wizard, but via XML feed:

  • Kyero XML feeds for property feed sync
  • Manual XML uploads for one-time import

Configured via Settings → XML Import. You also configure what to do with properties no longer in feed (e.g., status “Removed by Feed”).

Eight tips for successful import

Section titled “Eight tips for successful import”
  1. Start with test import: wizard does this automatically in preview step
  2. Sample file as template: prevents mapping issues
  3. International phone numbers with country code
  4. Valid email addresses: otherwise skipped
  5. owner_email matches existing user: otherwise fallback
  6. Split large files: easier to check in log
  7. UTF-8 for special characters
  8. Multi-values with comma: not semicolon within cells

Next steps

Section titled “Next steps”
Migration overviewComplete migration to Tesoro, by the Tesoro team.
Managing contactsWork with imported contacts.
Managing leadsManage imported leads through your pipeline.