How do I bring in past data?

Upload a file of existing customers. They become profiles first, so new activity joins them automatically later.

Import with a safety net

1. 01UploadCSV, JSON, or JSONL up to 32 MB.
2. 02Map the columnsAether suggests a mapping; you adjust it.
3. 03Dry runSee what would happen before anything changes.
4. 04Commit — or roll backConfirm the import, and undo it if needed.

import  customers.csv
→ map     email, name, created_at
→ dry run 12,408 rows · 3 warnings
→ commit

Good to know

• →History becomes profiles first
• →New activity joins the same profile
• →A person approves every import
• →Imports can be rolled back