Data Import: CSV Wizard for Leads, Contacts, Relations

Tesoro has a built-in import wizard. Three types of records: leads, contacts, and relations. Auto-mapping of columns, test import before final execution, batch processing for large files. Admin only.

When to use this?

• 500 contacts from a previous CRM in CSV format
• A list of leads from a marketing campaign
• A collection of business relations (companies) manually compiled

Four import types

Type	Description	Navigation
Lead	Buyer leads with tracking	Leads → Import
Lead (Owner)	Sellers with property details	Leads → Import (choose Owner)
Contact	Qualified contacts	Contacts → Import
Relation	Companies, business partners	Relations → Import

Download sample file

Per type, you can download a sample file from the import page, correct column headers + sample row. Use as a template, avoids manual mapping.

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CSV requirements

Property	Requirement
Type	.csv
Maximum file size	50 MB
Delimiter	Comma or semicolon (auto-detect)
Header row	First row = column headers
Encoding	UTF-8 recommended

Excel encoding

Microsoft Excel saves in ANSI by default, can cause issues with accents/umlauts. Save as CSV UTF-8.

Note

Besides CSV: XML for property feeds (Settings → XML Import) and JSON for API integrations.

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CSV preparation: guidelines

1. Download sample file + use as template
2. Keep header row with correct Tesoro field names
3. UTF-8 for special characters
4. Fill required fields: otherwise row skipped

Phone numbers

• International format with country code: +31612345678
• Spaces automatically removed
• Parentheses/dashes can cause errors

Multiple values in one cell

Separate with comma within the same cell:

• property_details.type: apartment, villa, townhouse
• property_details.location: Marbella, Estepona, Benahavis

Nested fields: dot syntax

Prefix	Nested under	Example
address.	Address	address.city, address.street
lead.	Lead tracking	lead.source, lead.status
property_details.	Property preferences	property_details.type, property_details.price_min
property_address.	Property address (sellers)	property_address.street
timing.	Timing	timing.looking_to, timing.timeline_max
social.	Social (relations)	social.facebook, social.linkedIn

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Fields per import type

Lead import

Personal data

Column	Required
type (always lead)	Yes
status	Yes
owner_email	Yes
salutation	No
language	No
first_name, last_name	Yes
email, phone	Yes
additional_information	No

Address

Column
address.city, address.country, address.state, address.street, address.zip_code

Lead tracking

Column	Values
lead.source	Website, Referral, Portals, Cold Calling, …
lead.status	New, Contacted, Qualified, Unqualified, Lost, Converted
lead.stage	Hot, Neutral, Cold

Buyer fields

Column
property_details.type (multi, comma-separated)
property_details.location (multi)
property_details.number_of_bedrooms, _bathrooms
property_details.price_min, _max
property_details.size_min, _max, size
property_details.market_price

Seller fields

Column
commision (commission%)
way_of_selling
property_address.street, _city, _state, _zip_code, _country, _address_line_2

Timing

Column
timing.looking_to, timing.timeline_max

Contact import

Column	Required
type (always contact)	Yes
status, owner_email	Yes
salutation, role, language	No
first_name, last_name, email, phone	Yes
additional_information	No
address.*	No
do_not_contact, portal_user (true/false)	No

Relation import

Column	Required
name, type, email, phone_number, status	Yes
website_url, preferred_communication, note, credit_terms	No
address.*	No
social.facebook, social.linkedIn, social.instagram	No

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The import wizard: four steps

1. Select file: go to the correct type (Leads/Contacts/Relations → Import).

   Click to enlarge

   The import wizard.

   

   Upload CSV (max 50 MB). On this page also:

   • Download sample file for type (leads: choose between leads variant and owners variant)
   • Open import history for previous imports

   Next →

2. Assign fields (mapping): Tesoro parses and shows per column:

   • Column name from file
   • Sample value from row 2
   • Dropdown with Tesoro fields

   Auto-matching:

   • Exact name (e.g., first_name)
   • Exact label (e.g., First Name)
   • Partial match (case-insensitive)
   • Previous mapping for same column names

   Required fields must all be assigned, otherwise cannot continue.

   Preview → test import.

3. Validate (preview): NO records created. Per row:

   • Row number
   • Status: succeeded / failed
   • Error message if failed

   Errors? Go back to step 1, correct CSV, upload again.

   Satisfied? Click Import → final.

4. Done: import log with success/skipped rows. On success: reference to created record.

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How auto-mapping works

Three strategies:

1. Exact value match: first_name matches first_name
2. Label match: First Name (label) matches
3. Partial match: case-insensitive
4. Previous mapping: same column names as previous import → mappings restored

Required fields per type

Type	Required
Lead	first_name, last_name, email, phone, owner_email
Contact	first_name, last_name, email, phone, owner_email
Relation	name, type, email, phone_number, status

owner_email

Refers to Tesoro user (agent), must exist in your account. Otherwise: on mismatch, the fallback is used.

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Determining owner

1. owner_email column → user looked up per row
2. Fallback → first user of your company

Relations

No owner_email. Relations are directly linked to your company.

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Duplicates: no auto-detection

Tesoro does no duplicate detection during CSV import. All rows are created, even with existing emails.

Prevent duplicates:

• Check your CSV beforehand
• Remove duplicates in source
• Test import to see counts
• Manually merge after import

Importing twice = double

All records doubled. Be careful, use test import.

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Common errors

Error	Cause	Solution
Required field empty	first_name, last_name, email empty	Fill in CSV
Invalid email	No @ or typo	Check
Invalid owner_email	User does not exist	Use existing user
Invalid type/status	Not in allowed options	Compare with sample file
Invalid phone number	No international format	Use +31612345678
Location as string	Multi-values not correctly separated	Comma within cell
Name with numbers	first_name/last_name contains numeric characters	Remove

Import log (test + final)

Per row:

• Row number (starting from 2, because 1 = header row)
• Status (error: 0 or 1)
• Error message if failed
• Created record on success (resource + ID)

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Batch processing

Imports processed in batches of 100:

• Large files automatically split
• Each batch via background task
• Live progress in UI (“150/500 processed”)
• Polling every 5 seconds

Tip

With thousands of records: a few minutes. Keep the page open for progress.

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Import history

Open import history on import page. Table:

Column	What
Filename	Name of CSV
Total rows	In file
Processed rows	Number processed
Date	When

Paginated (10 default, 10/20/30/40/50 possible), sorted newest first.

Note

Only imports from logged-in user + current import type.

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Importing properties: other route

Not via CSV wizard, but via XML feed:

• Kyero XML feeds for property feed sync
• Manual XML uploads for one-time import

Configured via Settings → XML Import. You also configure what to do with properties no longer in feed (e.g., status “Removed by Feed”).

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Eight tips for successful import

1. Start with test import: wizard does this automatically in preview step
2. Sample file as template: prevents mapping issues
3. International phone numbers with country code
4. Valid email addresses: otherwise skipped
5. owner_email matches existing user: otherwise fallback
6. Split large files: easier to check in log
7. UTF-8 for special characters
8. Multi-values with comma: not semicolon within cells

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Next steps

Migration overview Complete migration to Tesoro, by the Tesoro team.

Managing contacts Work with imported contacts.

Managing leads Manage imported leads through your pipeline.