| 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
export CRMKIT_BASE_URL=https://api.crmkit.ai
export CRMKIT_TOKEN=ck_...
./import.sh contacts.csv
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.
