Import a spreadsheet

Import brings companies and contacts into ASTRO from an Excel or CSV file, so you do not have to type them in. It takes four steps: File, Columns, Check and Import. Nothing is saved until the last step.

What you can import:

  • Companies and contacts: one row per contact, with the company in columns. Companies are matched by name or created; contacts are matched by e-mail. Optional columns add tags, outreach activities and follow-ups.
  • Company ERP systems: one row per company and ERP system. The companies must exist already.

1. Choose the file

  1. Open Administration > Import.
  2. Under What are you importing?, choose the kind of data. Not sure about the layout? Download a sample spreadsheet (Excel or CSV).
  3. Choose an Excel (.xlsx) or CSV file of up to 10 MB and select Upload.

2. Match the columns

  1. If the workbook has several sheets, choose the Sheet.
  2. For each Column in the file, choose the ASTRO field it goes into. Fields marked * are required. Columns left on Do not import are ignored.
  3. Say how dates are written under Dates such as 03/04/2026 are.
  4. To use the same matching next time, type a name under Save this mapping as and select Save mapping. Next time pick it under Use a saved mapping; a saved mapping is also applied by itself when a file has the same columns.
  5. Select Check the rows.

Columns that need joining, splitting or changing, or that should become tags, notes or fixed values: select Open the mapping studio. It needs a tablet or a computer.

3. Check the rows

  1. Read the totals: rows ready, rows with warnings, rows with errors (rows with errors are left out), and how many records will be created, updated or skipped.
  2. Under Values your lists do not have, map each new value to an existing one, or add it to the list. Select Save the choices and check again.
  3. If rows look like existing records, choose what to do For every duplicate row: Skip the row, Merge into the existing record (empty fields only) or Create anyway. You can choose differently for a single row in the list.
  4. Tick Only rows with warnings or errors to see just the problems. Download the checked file gives you the file with the results, to fix in your spreadsheet.

4. Import

Select Import with the number of rows. When it finishes you see how many were created, updated, skipped and failed. Every import is listed in Import history, where it can be rolled back.

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