> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CSV Import Overview

> Import bulk data into Statisfy using CSV or Excel files — either one-time uploads or automated email-based integrations.

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.

### Import Methods

<CardGroup cols={3}>
  <Card title="Direct CSV Import" icon="upload" href="/data-import/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.
  </Card>

  <Card title="CSV Integration (Email)" icon="envelope" href="/data-import/setting_up_csv_import">
    Set up an automated integration that processes CSV files sent to a dedicated email address. Best for recurring data syncs.
  </Card>

  <Card title="CSV Integration (S3)" icon="aws" href="/data-import/s3_csv_import">
    Connect an Amazon S3 bucket and have Statisfy poll for new CSV or Excel files automatically. Best when your pipeline already writes to S3.
  </Card>
</CardGroup>

### 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              |

<Note>
  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](/data-import/direct_csv_import#step-3-map-columns) and [CSV Integration](/data-import/setting_up_csv_import#step-4-account-fields-optional) 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.
</Note>

### Supported File Types

| Format | Extensions      | Max Size (CSV Integration) |
| ------ | --------------- | -------------------------- |
| CSV    | `.csv`          | 50 MB                      |
| Excel  | `.xlsx`, `.xls` | 50 MB                      |

<Tip>
  The 50 MB limit applies to the email-based CSV Integration. Direct CSV Import does not enforce a client-side file size limit.
</Tip>

### 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         |

<Tip>
  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.
</Tip>

### Next Steps

* [Direct CSV Import](/data-import/direct_csv_import) — Upload a CSV to import accounts or people
* [Setting Up CSV Integration](/data-import/setting_up_csv_import) — Configure automated email-based imports
* [S3 as a CSV Source](/data-import/s3_csv_import) — Pull files automatically from an Amazon S3 bucket
* [Product Usage Import](/data-import/product_usage_import) — Track usage metrics from CSV