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Records can be imported into any object from a CSV file. The import wizard has three steps, File, Columns and Check, followed by the import itself. Nothing is written until the import is confirmed after Check.

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Steps of an import

  1. Open the object and choose Import in the view’s toolbar.
  2. File. Choose a CSV file, or paste its text. Devias detects the delimiter (comma, semicolon or tab) and whether the first row is a header. Both can be changed.
  3. Columns. Match each column of the file to a field. A column that does not match can be left out. If dates are written like 03/04/2026, say whether the day or the month comes first, because a file cannot say.
  4. Check. Devias rehearses the whole import and reports what would happen: how many records it would add, update or skip, and which rows have problems. The problem rows can be downloaded as a CSV, fixed and tried again.
  5. Confirm the import. The records are written in batches.

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Rows that already exist

If the object has a field that must be unique, such as an email address, choose what to do with rows that match an existing record: skip them and only add new ones, or update the existing record.

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Limits

For larger data, split the file or use the HTTP API.

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Imports and workflows

Importing does not start workflows, because a data load is not a business event. A workflow starts for imported records only when Imported records is turned on in its trigger.