Data Import Formats

Purpose

Get clean, ready to import files for your systems. Use these templates as is or ask for a custom map. For help, email henry@primechasedata.com.

Supported Systems

CRM & Sales Tools

Salesforce
HubSpot
Generic CSV (any CRM)
Google Sheets
JSON API

Warehouse Targets (on request)

BigQuery
Snowflake
Redshift
Postgres
S3

Global File Rules

Encoding:UTF-8

Delimiter:Comma, header row required

Dates:ISO 8601 (2025-08-21T14:30:00Z)

Currency:3-letter code (USD, KRW)

Phone:E.164 (+12025550123)

Booleans:true or false

Nulls:Blank or null, not N/A

Structure:One object per file unless noted

Quick Start

1Pick your CRM below and download the matching template headers

2Tell us which fields are required in your org

3Send any existing import templates you already use

4We return a sample of 50 rows for validation

5We deliver the full file after approval

CRM Import Templates

Salesforce Imports

Objects covered: Lead, Account, Contact. Deal imports available if you want us to open opportunities.

Lead Import Headers

External_Id__c,FirstName,LastName,Email,Phone,Title,Company,Website,Street,City,State,PostalCode,Country,LinkedIn_URL__c,Department,Industry,NumberOfEmployees,LeadSource,PCD_Verified_Date__c,PCD_Source_System__c,PCD_Intent_Topics__c,PCD_Account_External_Id__c

Recommended Setup

• Create custom fields marked External ID and Unique for External_Id__c
• Turn on duplicate rules that prefer External IDs over fuzzy email matches
• Use Data Import Wizard for small files, Data Loader for 50k+ rows
• After Lead import, use standard conversion flows or map directly to Contact/Account

Sample Data

Lead.csv Example Rows

c6f2f…,Jin,Park,jin.park@example.com,+821012345678,Marketing Manager,Acme Co,https://acme.co,KR,Seoul,Seoul,https://linkedin.com/in/jinpark,Marketing,Software,500,2025-08-18T10:00:00Z,places_api,ACME-KR
1a9b4…,Sara,Kim,sara.kim@example.com,+12025550123,Director,Acme USA,https://acme.com,US,VA,Manassas,https://linkedin.com/in/sarakim,Marketing,Software,1200,2025-08-18T10:00:00Z,web_form,ACME-US

JSON API Payload Example

{
  "lead_id": "c6f2f…",
  "first_name": "Jin",
  "last_name": "Park",
  "email": "jin.park@example.com",
  "phone": "+821012345678",
  "title": "Marketing Manager",
  "company": "Acme Co",
  "country": "KR",
  "verified_date": "2025-08-18T10:00:00Z",
  "source_system": "places_api",
  "account_external_id": "ACME-KR"
}

Validation Checklist

Before Import

Headers match your template
Required fields present for each object
Emails lowercase and verified
Phones pass E.164 checks
Countries use ISO-2 codes
Dates are ISO 8601 with Z for UTC
No hard returns inside cells
No leading or trailing spaces
Duplicate rows removed

Common Errors & Fixes

Bad date format → Convert to ISO 8601
Country names instead of ISO-2 → Map to codes
Non-unique External IDs → Regenerate and retry
Emails with uppercase/spaces → Normalize to lowercase, trim
Comma in field without quotes → Re-export with proper quoting

Delivery Options

CSV Files

Zipped if over 50k rows. Direct download link provided.

Google Sheets

Shared view-only. Easy preview and download options.

JSON API

REST API with OAuth 2.0. Real-time data sync.

International Support

• We can include both Hangul and romanized names
• KRW and USD supported in the same file
• Address fields follow country-specific formats
• Phone fields stored in E.164 international format

Security & Privacy

Only fields listed in your data dictionary are delivered
Files move over TLS encryption
Files at rest are encrypted
Access is least privilege and removed on request

Need Custom Formats?

If you need a custom format or mapped export for a different tool, email us with your target template and we will return a mapped sample.

Contact henry@primechasedata.com