Data Import into CRM

Scope: crm

Who can execute the method: any user with the "import" access permission for the CRM object

Import supports all major CRM entities:

• Leads
• Deals
• Contacts
• Companies
• Estimates
• Invoices
• SPAs

There are two methods available for import:

• crm.item.import — import a single record
• crm.item.batchImport — batch import of records

Adding items through import, unlike adding through crm.*.add, has the following features:

• Access permission checks are performed on import, not on adding items.
• Automation rules and workflows will not be triggered on the added item.
• When executed under the portal administrator, there is an option to set values for certain system fields:

Field	Description
createdTime	Date and time of record creation
updatedTime	Date and time of record update
movedTime	Date and time of stage change, if the object supports stages
createdBy	User who created the record
updatedBy	User who modified the record
movedBy	User who changed the stage, if the object supports stages

There are some restrictions on the values of these fields:

• A monotonically increasing value for the createdTime field is required. This means that records cannot be created with a creation date earlier than any of the existing records.
• The values of createdTime and updatedTime cannot be in the future.
• The updatedTime cannot be earlier than createdTime.
• The movedTime must be within the range between createdTime and updatedTime.