February 25th, 2026

New

CRM

Bulk Import for Custom Objects (Create + Update)

You can now import Custom Object records in bulk — with the same create/update flow you’re used to for Contacts and Opportunities.

✅ What’s new

  • Create, Update, or Create + Update Custom Object records via CSV

  • Duplicate handling using your object’s unique fields

  • Control whether blank cells overwrite existing values

  • Track imports in Bulk Actions, including success/error stats

🧭 How it works

  1. Go to Custom Object → Import

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  1. Upload your CSV

  2. Choose an import mode:

  • Create (creates new records)

  • Update (requires Record ID)

  • Create + Update (updates if Record ID exists, otherwise creates)

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  1. Map columns → review → start import

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Screenshot 2026-02-25 at 4
  1. Track progress + results in Bulk Actions

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Screenshot 2026-02-25 at 4

🧠 Duplicate + unique field logic

If your object has multiple unique fields mapped, you’ll choose one to dedupe on.

If any other unique field conflicts, that row fails (so you don’t accidentally create bad duplicates).

⚠️ Notes

• Only one Custom Object can be imported at a time (multi-object imports coming later).