Custom CRM templates

Use a custom template when your CRM is not one of the eight built-in providers, when you need a record type the built-in template does not cover, or when you want to produce a CSV for a tool other than a CRM (an enrichment service, a data warehouse, a downstream script).

A custom template is a list of fields you define. Each field has a key (the output column name), a label, a type, and optional flags for required and validation.

Seven types are supported: Text, Email, Phone, Number, Date, URL, and Yes / No. Email and phone get automatic cleanup (emails lowercased and trimmed; phone numbers reduced to digits with any leading + kept, a 00 prefix turned into + and a trailing extension dropped). Text, Number, Date, URL, and Yes / No pass through to your CRM as they are, apart from cleanup: spaces are trimmed, a field keyed as a name (first_name, full_name) is capitalized, and a field keyed as a country is normalized when that option is on. If you need date parsing or URL validation, do it before upload.

A required field you have not mapped stops you continuing until you map it. A required value left blank in a row, an email without an @ sign or a phone with no digits stays as it is in the file, so check those columns before an import. On a push, the rows your CRM won't take are counted before anything is sent.

On the Format step, click Use my own format, under To. On the Map step, click Add field and give each field a name, a type, and Required if it must be filled, or click Auto-generate fields to start from your columns. Reorder fields with the up and down arrows, and remove a field with its x button. Name the template under Save this template and click Save template. Next time it is under To on the Format step and in the Load template menu.

Custom templates are stored on your account, so you can reuse them across different source files. Starter supports 5 custom templates; Pro supports 25; Agency supports 75.

When you reach the cap (5 templates on Starter, 25 on Pro, 75 on Agency), the count beside Use my own format (5 of 5 custom templates, for example) turns amber, and Build in CRM Formatter on Home's Templates and mappings tab tells you what the next plan holds. Delete a template first to free a slot.

Rename or delete a template in the Custom templates view of Home's Templates and mappings tab. To change its fields, press Use, edit them on the Map step, and click Update template. Editing a template doesn't change historical jobs that used the old version: those keep their original field set.