Kantos

Import existing data from CSV or Excel files, and export records for backup, reporting, or migration. Kantos handles field mapping and deduplication automatically.

Data Import

Import records from CSV files or other CRMs. Kantos handles field mapping and deduplication automatically.

Prepare Your CSV

Ensure your CSV has headers that match or can be mapped to your field names.

Go to Import

Navigate to the object and click Import → Upload CSV.

Map Fields

Match CSV columns to Kantos fields. Unmapped columns are ignored.

Configure Deduplication

Choose a unique field (like Email) to prevent duplicate records.

Review and Import

Preview the first few records, then start the import process.

Import Limits

CSV imports are limited to 10,000 rows per file. For larger datasets, split into multiple files or use the API for bulk imports.

Excel Import

Kantos also supports direct Excel (.xlsx) import. The process is the same as CSV import—upload your file, map columns to fields, and confirm.

Only the first sheet is imported
Headers must be in the first row
Merged cells are not supported
Formulas are imported as their computed values

Data Export

Export records to CSV for backup, reporting, or migration purposes.

Filter Records (Optional)

Apply any filters to export only specific records.

Click Export

Click the Export button in the list view toolbar.

Select Fields

Choose which fields to include in the export.

Download CSV

The CSV file downloads to your browser.

Export Formats

Format	Best For
CSV	Universal compatibility, importing into other tools
Excel (.xlsx)	Spreadsheet analysis with formatting preserved

Template Export

Use the Export feature with an empty object to generate a blank template CSV with your exact field headers. This is perfect for preparing import files.

API Bulk Operations

For large datasets exceeding the 10,000 row CSV limit, use the Kantos API for programmatic imports:

# Create records via API
POST /api/crm/record
{
  "object_id": "obj_contacts",
  "field_values": {
    "name": "John Doe",
    "email": "john@example.com"
  }
}

See the API Records documentation for full details on creating and updating records programmatically.

Next Steps

Custom Objects — Set up objects before importing data
Field Types — Ensure fields match your import data
API: Records — Programmatic bulk import via API

Import & Export