Who can use this feature?
- Admins
Upload CSV files to create or update Accounts, Contacts, Opportunities, Team Members, and Custom Objects in Odie. Before importing, Odie checks your file and lets you map each CSV column to a Odie property.
Prepare your CSV file
Your file must meet these requirements:
| Requirement | Details |
|---|---|
| File type | .csv |
| Encoding | UTF-8; UTF-8 BOM is supported |
| Delimiter | Comma |
| File size | Maximum 50 MB |
| Rows | Maximum 100,000 data rows |
| Header row | The first row must contain unique column names |
| Data | Include at least one data row |
| Scope | Include one object type per file |
If a value contains a comma or line break, enclose it in double quotes. To include a double quote inside a value, enter it twice.
Include the required properties
Every imported record needs a non-empty identifier that is unique within the file.
| Object | Required properties | Recommended properties |
|---|---|---|
| Accounts | External ID | Account name |
| Contacts | External ID | Email and an Account reference |
| Opportunities | External ID and an Account reference | Opportunity name |
| Team Members | Email and either Member Name or First Name | Title |
| Custom Objects | Primary key and any required relationships | Display field |
An Account reference can use an Account ID, domain, or name, depending on how you map the column.
Format property values
Use consistent formats throughout the file:
| Property type | Recommended format | Example |
|---|---|---|
| Date | YYYY-MM-DD |
2026-12-31 |
| Number | Plain numeric value without currency symbols or thousands separators | 125000.50 |
| Boolean |
true or false
|
true |
| Complete email address | jane@acme.com |
|
| Domain | Domain without a protocol or path | acme.com |
Optional cells can be empty. Required identifiers and required relationships cannot be empty.
Upload and map your file
- Open Settings > Integrations.
- Select File Upload.
- Click Upload file and choose the object type represented by the file.
- Download the example file when one is available, or upload your prepared CSV.
- For every CSV column, choose a Odie property or explicitly ignore the column. You can also create a Text, Number, Boolean, or Date property while mapping.
- Review the validation results. Resolve missing identifiers, duplicate identifiers, missing Account references, and invalid mappings before continuing.
- Click Start import.
You can leave the page after the import starts. Return to File Upload to review the upload history and import status.
FAQs
Question: Do my headers need to match the example file exactly?
Answer: No. During the first import, you can map your headers to the appropriate Odie properties. For later uploads, keeping the same headers allows Odie to reuse the saved mapping.
Question: Can I omit a column included in a saved mapping?
Answer: Optional mapped columns can be omitted. The identifier column—and any required parent or relationship column—must remain in the file.
Question: What happens to unrecognized columns?
Answer: You must map each column to a Odie property or explicitly ignore it before starting the import.
Question: Can two columns map to the same Odie property?
Answer: No. Each Odie property can be mapped only once within an import.
Question: Can a file contain duplicate identifiers?
Answer: No. Each identifier must be non-empty and unique within the file.