Picking your file's source

A built-in source is a pre-built mapping that matches columns from a known export (for example a LinkedIn Sales Navigator CSV or a Mailchimp subscriber export) to a specific CRM's fields. You upload the file, pick its source under From and your CRM under To, and the column mapping plus cleanup settings are filled in for you.

Worked example: drop a LinkedIn Sales Navigator CSV. Operelio detects it from the column signature ("Connected on", "First Name", "Position") and fills in LinkedIn export under From and HubSpot Contacts under To on the Format step, marked Suggested for you. Click Continue to mapping, review the mapped fields, run.

Templates are a shortcut, not a requirement. If your file does not come from a recognized source, you can still map columns manually against any of the eight built-in CRM formats, the Generic format, or a custom template.

Operelio ships 168 templates across LinkedIn (Sales Navigator, Connections), data providers (Apollo, ZoomInfo, Cognism, Lusha), email marketing (Mailchimp, Constant Contact, ActiveCampaign), Google Contacts, Outlook, ecommerce (Shopify, Stripe, WooCommerce, Squarespace, Wix), events and forms (Eventbrite, Calendly, Typeform), support (Intercom), and CRM-to-CRM migrations (Zoho to HubSpot, Salesforce to Pipedrive, and more).

Each template lists the source columns it expects. If your file has most of them, you get a high-confidence match and can proceed immediately. If only some match, the rest of the mapping auto-detects against your file's remaining columns.

After you upload your file, the CRM Formatter's Format step lists sources under From, best match first, with the one your file matches filled in. Pick a source and a CRM under To, then click Continue to mapping to see the mapping. If none fits, pick No template, map columns directly.

Once you apply a template, you can still adjust any individual mapping on the Map step. Templates fill in sensible cleanup defaults too (trim whitespace, standardize email, split full name for sources with a single Name column, combine first and last for CRMs with a single Name field), which you can override.

If you want to browse the full catalog before uploading anything, see the Template library guide. The library is the right starting point when you know the source and destination but want to confirm a template covers it.