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.Documentation Index
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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.
What You Can Import
| Data Type | Direct Import | CSV Integration (Email or S3) |
|---|---|---|
| Account fields (standard and custom) | Yes | Yes |
| People records | Yes | — |
| Product usage metrics | — | Yes |
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.
Supported File Types
| Format | Extensions | Max Size (CSV Integration) |
|---|---|---|
| CSV | .csv | 50 MB |
| Excel | .xlsx, .xls | 50 MB |
Account Matching
All import methods match CSV rows to existing accounts using one of these identifiers:| Match Method | Description | Reliability |
|---|---|---|
| CRM Account ID | Unique ID from Salesforce, HubSpot, etc. | Most reliable |
| Domain | Company domain (e.g., acme.com) | Reliable |
| Account Name | Company name (fuzzy matching) | Least reliable |
| Custom Account Field | Any custom field defined on accounts | Varies |
Next Steps
- Direct CSV Import — Upload a CSV to import accounts or people
- Setting Up CSV Integration — Configure automated email-based imports
- S3 as a CSV Source — Pull files automatically from an Amazon S3 bucket
- Product Usage Import — Track usage metrics from CSV