Import Data

You can mass import opportunities with companies, opportunities with contacts or a list of companies/contacts to Spiro under settings > Import your data. and download the correct sample file. After you fill in your data, save the file as a CSV and choose the file for import in Spiro.  

Download the correct sample file. After you fill in your data, save the file as a CSV and choose the file for import in Spiro.  



Import File Requirements

File  must be saved in CSV format
The file must have the  same column headers as the template file
The format of the columns in your import file must match the format of the template files (do not delete or reorder columns)
All phone numbers are required to have a country code in the number. For example, all US based numbers must be formatted to: +16175555555 and any EXT's must be separated from the number and stored in another field.
To add "+1" to your phone numbers, we recommend using the concatenate formula in Excel. Information about this can be found  here. You may also run into an issue with the + symbol being the first character in a cell due to Excel's formula rules. If you add an apostrophe before the plus this will eliminate this issue. Example: '+16175555555 
Date format: YYYY-MM-DD

Required Fields

Contact files: required fields are F irst and Last Name

Company files: required field is C ompany N ame

Assigning an Owner

You can use the User ID to assign the owner of a company/contact/opportunity in Spiro. Admins can view User ID's under settings > User Administration.



Reducing Duplicates

Spiro will know if a contact or company already exists. This is done by comparing the contact email address, company name, and domain name. If you import a contact or company that already exists, any matching properties will not be updated with the latest data from your import. 

If you want to overwrite data that exists in Spiro, please contact your CSM and send them a file with the records IDs and columns that you would like to update.

Interested in Spiro for your team? Sign up for a demo today:  spiro.ai/demo

Questions? Email support@spiro.ai