Importing into objects

Bring your existing CRM export or Excel sheet into Winston without losing a column.

What you will learn

What a clean CSV or Excel export looks like, and the few things worth fixing before you upload — one record per row, headers in row one.

Matching each spreadsheet column to an attribute, creating new attributes for columns that have no home yet.

How the import recognizes people and companies already in your workspace, so a re-import updates records instead of duplicating them.