​
Overview

Reevo’s new CSV Import Flow, introduced in May 2025, replaces the previous import system with an updated, flexible experience. It supports importing standard objects (Accounts, Contacts, and Opportunities) and introduces support for custom fields, objects, and relationships. The flow is designed to function as a drop-in replacement with enhanced data mapping, conflict resolution, and validation capabilities.

​
Basic Concepts & Terminology

  • Standard Objects: Reevo-native data types like Accounts, Contacts, and Opportunities.
  • Custom Fields: User-defined fields on standard objects that can be imported like native fields.
  • Custom Objects: New, user-created object types beyond standard CRM entities.
  • Custom Relationships: User-defined relationships between standard and custom objects.
  • Conflict Resolution: System behavior when records already exist (e.g., update or skip).
  • Timezone Handling: Used to normalize timestamps in CSV files that lack explicit timezone info.
  • Association Labels: Fields used to manage relationships between objects during import.

​
Where to Find It

  1. Log in to reevo.ai
  2. Click the Settings icon (top right)
  3. Select New Import Flow from the left sidebar
  4. Choose the object(s) to import and follow the guided steps

​
How To

Import Accounts
  • Upload a CSV file with company data.
  • Configure timezone and conflict resolution.
  • Map fields such as Account Name, Official Website, Owner ID, Status, Estimated Revenue, Technologies, Industry, LinkedIn URL, and more.
  • View results post-import under Settings → Accounts.
Import Contacts and Account Relationships
  • Navigate to New Import Flow and select Contacts.
  • Include fields like Full Name, Primary Email, Phone, Stage, LinkedIn URL, and ownership.
  • Link to existing Accounts via Account Name or Official Website.
  • Add relationship-specific data like Title and Department.
Import Opportunities and Related Relationships
  • Upload a CSV with fields like Opportunity Name, Amount, Stage, Forecasted Close Date, and Owner ID.
  • Include related Account and Contact identifiers (e.g., Account Name, Official Website, Primary Email).
  • Define additional role context with Contact Opportunity Role fields like Note and Role.
Import Custom Fields
  • Navigate to Settings → Objects
  • Select a standard object (e.g., Contact, Account, Opportunity)
  • Click + Add Field to create custom fields
  • These will appear in the field mapping options during import
Import Custom Objects
  • Go to Settings → Objects → + New Custom Object
  • Once created, they appear in import flow like standard objects
  • All custom object fields can be mapped and imported
Import Custom Relationships
  • From the object representing the “one” side of the relationship, go to Settings → Objects
  • Scroll to Relationships and click + Add Outbound Relationship
  • During import, map identifiers and use Association Label to select the correct relationship
  • Use the Settings icon in the import flow to resolve multiple associations

​
FAQs

What types of data can I import? You can import Accounts, Contacts, Opportunities, and any custom-defined fields, objects, and relationships. Can I use a single CSV file to import everything? Yes, but it’s recommended to follow the separate file approach (Accounts → Contacts → Opportunities) to mirror the old flow structure. How does conflict resolution work? You can choose to:
  • Create new records only
  • Create and update existing records (partial updates) Note: Deduplication logic is still in development.
How are relationships handled during import? You link related objects using shared identifiers (e.g., Account Name, Official Website, Email). Custom relationships can also be mapped via association labels. What’s the max size of CSV files? Files under 50MB are recommended for optimal performance. Can I save field mappings for future use? Currently not available, but likely in future updates.