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Statisfy offers three ways to import data from CSV or Excel files: Direct CSV Import for one-time uploads, CSV Integration via Email for files delivered to a dedicated address, and CSV Integration via S3 for files dropped into an Amazon S3 bucket.

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Import Methods

Direct CSV Import

Upload a CSV file directly to update accounts or create and update people records. Ideal for one-time or ad-hoc imports.

CSV Integration (Email)

Set up an automated integration that processes CSV files sent to a dedicated email address. Best for recurring data syncs.

CSV Integration (S3)

Connect an Amazon S3 bucket and have Statisfy poll for new CSV or Excel files automatically. Best when your pipeline already writes to S3.

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What You Can Import

All three methods support the same custom field types: Text, Long Text, Number, Float, Percent, Currency, Boolean, Date, Text List, URL, and Lookup fields that target a User or Owner. See the supported-types tables on Direct CSV Import and CSV Integration for expected CSV cell formats.Not supported in CSV: Pill, Object, Lookup List, JSON, and Lookup fields that target an account or document. Statisfy filters these out of the mapper automatically.

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Supported File Types

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File Size Limits

The limit depends on how the file reaches Statisfy, not on its format:
Email attachments are capped by the email provider, which limits the entire message to about 30 MB. Files are encoded for email transit and grow by roughly a third along the way, so a 22 MB spreadsheet arrives as close to 30 MB. The message body, your signature, and any second attachment all count toward the same 30 MB, which is why we recommend staying under 20 MB rather than pushing right up to the ceiling.An oversized attachment is rejected, not delayed. The sender receives a bounce reading 550 Error reading data, max message size exceeded, and Statisfy never sees the file — nothing appears in your job history. If a scheduled report stops arriving, check the sending system’s delivery log for bounces. See Sending files larger than 20 MB.

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Account Matching

All import methods match CSV rows to existing accounts using one of these identifiers:
Use CRM Account ID or Domain for the most accurate matching. Account name matching can fail due to variations in company names. You can also match against any custom account field you’ve created in the Object Manager.

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Next Steps