Importing companies and contacts in a single file is faster than doing them separately.
Prepare your CSV
Required columns: company_name, contact_email. Highly recommended: tax_id, contact_first_name, contact_last_name, contact_role, industry, website, country, phone. Header row UTF-8 encoded.
Run the import
- Go to
/app/import. - Drop the CSV.
- Map columns; OMB Cloud auto-detects most.
- Choose deduplication strategy: skip duplicates, update existing, or create new regardless.
- Import.
How rows become records
Each row produces (or updates) one company and one contact linked to it. If a company appears in multiple rows (same tax ID or website), only the first creates the company; subsequent rows add contacts to the same company.
Tax-ID lookup
For MX and ES rows, OMB Cloud auto-fetches the tax authority record for the tax ID (if available) and pre-fills the legal name and address. Saves manual cleanup.
Common pitfalls
- Email column blank: rows still import but the contact has no email. Lead activities won't auto-link to such contacts.
- Inconsistent spelling of "Acme, Inc" vs "Acme Inc." vs "ACME INC" creates near-duplicates. Run the duplicate finder after import.
- Tax IDs with leading zeros: open the CSV in a text editor first, not Excel. Excel strips leading zeros.