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SyncGTM PlatformLead SourcingImport CSV

Import CSV

Import CSV takes a list you already have — an export from another tool, a purchased file, a spreadsheet a colleague sent you — and turns it into rows in a Sync GTM table.

It is the only source action that costs nothing: no credits, no provider call. You are just loading your own data.

What it does

  • Reads the CSV and shows you its headers
  • Lets you map each header onto an existing column, or create a new column for it
  • Creates one row per data line in the file

How to use it

  1. Open the table and click Table → Import → Import CSV
  2. Upload the file
  3. Map each CSV header to a table column, or create a new column for it
  4. Choose Add New Rows or Overwrite Table
  5. Click Create Rows

Columns you leave unmapped are skipped — they do not silently land in an untitled column.

Common use cases

  • Move a list out of a spreadsheet and into a table where it can be enriched
  • Load a CRM or Apollo export to fill in the fields the export left empty
  • Re-import a cleaned file after fixing it outside the app
  • Seed a table with a small test list before building the rest of the workflow on it

Best practices

  • Give the CSV clean, single-row headers — merged or blank header cells break the mapping screen
  • Import a 10-row sample first, confirm the mapping, then import the rest
  • Map onto existing columns instead of creating a second column holding the same field
  • Dedupe right after the import, before you enrich — exports overlap with what is already in the table
  • Use Add New Rows unless you mean to replace the table; Overwrite Table is not undoable
  • Strip columns you will never use out of the file first; every extra column is one more thing to maintain

Where to next

Lead SourcingSearch Job Listings