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crmkit-import

Bulk-import contacts (and their companies) into crmkit from a CSV file, with a small curl script. Idempotent - safe to re-run. Use when the user wants to load a list of leads/contacts, migrate from another CRM or spreadsheet, or onboard a batch of people.

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sahit-sai/saviaa
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July 18, 2026 at 11:03
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name
crmkit-import
description
Bulk-import contacts (and their companies) into crmkit from a CSV file, with a small curl script. Idempotent - safe to re-run. Use when the user wants to load a list of leads/contacts, migrate from another CRM or spreadsheet, or onboard a batch of people.
A runnable recipe: turn a CSV into crmkit contacts and companies in one command. Needs `CRMKIT_BASE_URL` and a `CRMKIT_TOKEN` (a crmkit bearer token - get one via the email login: `POST /auth/request` → `POST /auth/verify`). ## What it does Reads a CSV and, per row, upserts the company (by domain) then the contact (by email), linking them. Because crmkit upserts on email/domain, **re-running is safe** - it updates instead of duplicating. Reports created vs updated counts. CSV columns (header row required; extra columns ignored): ``` name,email,phone,company,domain,stage Jane Doe,jane@acme.com,+1 555 0100,ACME Inc,acme.com,lead ``` ## Run it ```bash export CRMKIT_BASE_URL=https://api.crmkit.ai export CRMKIT_TOKEN=ck_... # a crmkit bearer token (POST /auth/verify) ./import.sh contacts.csv # -> done: 42 created, 8 updated, 30 company upserts, 1 skipped ``` Requires `curl` and `jq`. The script lives beside this file as `import.sh`. ## Automate / adapt it - Re-run the same file after edits - upserts make it a sync, not a one-shot. - Export from another CRM to this column layout, or tweak the `jq` body builder to map your columns / push extras into the `custom` object. - For messy CSVs (embedded commas/quotes), pre-clean with a real CSV tool and feed the simple form in. - Mind plan limits: a huge import can hit `plan_limit_reached` - raise the plan or import in batches.
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