Supported import formats
Baseerat supports importing data from: CSV files (contacts, deals, companies); direct migration from Salesforce (using our Salesforce connector); direct migration from HubSpot (using our HubSpot connector); and JSON files via the API.
CSV import
Go to Contacts → Import → Upload CSV. Download our template to see the expected column format. Required columns: first_name or full_name, and email. Optional columns: company, phone, title, and any custom field names. Duplicate detection is based on email address.
Field mapping
After uploading, Baseerat shows a field mapping screen. Drag your CSV columns to match Baseerat fields. Unmapped columns are ignored (you can always import again). Custom fields can be created on-the-fly during import.
Salesforce migration
Go to Settings → Integrations → Salesforce → Migrate. Authenticate with Salesforce and select which objects to import: Contacts, Accounts, Opportunities, and Activities. The migration runs in the background and can take 10–60 minutes depending on data volume.
Handling duplicates
Baseerat detects duplicates by email address for contacts and by name + company for deals. You can choose to: skip duplicates, merge with existing records, or import as new records. Merging is safe, no data is deleted, only enriched.