prerak
Getting Started · Import Your Data

Import Your Data

Bring your existing contacts, companies, and deals into Prerak so you can start working with your real data right away.

Importing people and companies

You can import CRM records directly from the People and Companies pages.

Where to find it: open People (or Companies) and use the import option in the page toolbar.

  1. Prepare a CSV with one row per record and a header row naming each column.
  2. From People or Companies, start an import and upload your CSV.
  3. Map your CSV columns to Prerak properties.
  4. Review and confirm — your records appear in the table when the import finishes.

Tip: You can also export the current view to CSV from the same toolbar — useful for backups or working with data in a spreadsheet.

Importing deals

Deals have a dedicated bulk importer.

Where to find it: Settings → Deals → Deal import.

  1. Prepare a CSV of your deals, including the pipeline and stage each deal belongs to.
  2. Upload the file on the Deal import page and map the columns.
  3. Confirm to create the deals in the chosen pipeline.

Connecting a source instead

If your data already lives in another system, connecting it can be simpler than a one-time import. See Integrations for connected accounts such as Salesforce, and Email & Calendar to sync contacts and activity from your mailbox automatically.