CRM configuration: Data Import

Import contacts, companies and deals from a connected CRM in bulk, watch progress, and review past import jobs.

Data Import is the bulk-load tool for pulling records out of a connected CRM into bont — useful during onboarding, when adding a new product, or after schema changes that need a re-pull. It's admin-only.

Before you start

A connected CRM. See Connecting your CRM.
Field mapping configured if your custom fields matter. See Mapping CRM fields to bont fields.

Open Data Import

Settings → App Settings → CRM configuration → Data Import.

Data Import page with a CRM provider selector at the top and an import history list below showing past jobs and statuses — Each row in the history shows when the import ran, how many records flowed, and the success/failure status.

Running an import

Pick the source CRM — usually pre-selected to the connected provider.
Choose what to import — Contacts, Companies, Deals, Activities. Mix and match.
(Optional) Date range — limit the pull to records modified within a window.
Click Start import. The job runs asynchronously; close the page if you want — progress and final status appear in the history list.

Import history

Each row in the history table shows:

Started at — when you kicked the import off.
Source CRM — which provider supplied the data.
Records pulled — count per object type.
Status — Running, Completed, Failed, Cancelled.
Open — click into the row for the detailed log (per-record errors, skipped rows, etc.).

Troubleshooting