crmkit-import

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,[e-mail],[phone],ACME Inc,acme.com,lead

Run it

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.