Import people and companies, and merge duplicates in the QrX CRM
Import from text
Preview reads names from To/Cc headers and checks company email domains automatically. One exact match selects the existing company and groups its people below it. Multiple matches require your choice. For an unmatched domain, enter a company name or skip the company. Nothing is created until approval.
Paste a signature or contact details. Review every suggestion before approving creation. No AI service is used.
Review names, associations and notes carefully. Only the editable fields below will be saved.
Upload a text file
Check duplicates
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Approve and create
Import at most 50 records at a time.
Use at most 100,000 characters.
Approved records have been created. Existing records were left unchanged.
Creation has started. A retry keeps completed records and resumes the remaining work. Keep this page open until finished.
This article explains how to bring people or companies into the QrX CRM from a CSV file, and how to merge duplicate people into one record. It is for CRM users whose role has the right permission and whose plan includes the feature.
What you need
Import: the role setting Import into the CRM and the Starter plan or higher.
Merge duplicates: the role setting Delete and merge CRM records and the Starter plan or higher.
The number of people is also limited by plan (Free 1,000, Starter 25,000, Team 100,000, Business and Enterprise unlimited).
Import a CSV file
Open CRM > People and click the upload icon (Import people). The import page at https://portal.qr-x.app/crm/import has four steps: File, Map columns, Check and Result. Nothing is saved before the last step.
Step 1: Choose a file
Choose People or Companies.
Drop a CSV file on the page or click Choose a file, then click Next.
The first line must contain the column names. A file can have up to 5,000 rows and 5 MB. Comma, semicolon and tab separated files work. The file is read in your browser and only the rows you confirm are sent. Larger files must be split.
Step 2: Match the columns
For each field choose the column of your file that fills it, or leave Do not import. The table shows the first row so you can check the match.
People fields: First name, Last name, Email address, Phone number, Job title, Company name, Country, Language and Tags (comma separated). You must map at least an email address, a phone number or a name.
Companies fields: Company name, Domain, VAT number, Chamber of commerce number, City, Country, Industry, Website and Tags (comma separated). The company name is required.
A company name on a person row links the person to that company, and creates the company if it does not exist. Tags that do not exist yet are created; a row can carry up to 10 tags. Use the international format for phone numbers, for example +31612345678.
Under When a person or company already exists choose:
Skip it and keep what is there: existing records are left alone.
Update it with the file: for people, matched by email address, empty fields are filled from the file and the tags are added. Values that are already filled are not overwritten.
Existing companies, matched by name, are always skipped. Click Check the file.
Step 3: Check before importing
The check imports nothing. You see Rows in the file, Ready to import, Already exist or repeat and With a problem, plus a list of the first problems with their row numbers (the header line is not counted). Typical problems:
The email address is not valid.
The phone number is not valid. Use the international format.
The row has no name, email address or phone number.
The same email address appears earlier in the file.
The company name is empty.
Rows with a problem are skipped and the rest is added. Click Import N rows to continue, or go back and fix the file.
Step 4: The result
You see Added, Updated, Skipped and Failed. Files of up to 500 rows are imported at once. A larger file is imported in the background by the CRM worker: the status first reads Waiting for the CRM worker, then shows progress. You can leave the page; the result stays under Previous imports, where each import shows its status (Not started, Waiting for the CRM worker, Running, Completed, Failed or Cancelled), counts and date. Click Download problems to get the row numbers and reasons of skipped and failed rows. Imported people show Added by a file import on their timeline.
Merge duplicate people
Merging combines several records of the same person into one. It is available for people, not for companies.
Open the person you want to keep and click the Merge duplicates icon at the top right.
Under Possible duplicates tick the people to merge into this one. QrX suggests people with the same or a very similar name. To add someone else use Find another person and search by name, email or phone. You can merge up to 5 people into one at a time.
Under Which record stays? choose the survivor.
Under Which values do you keep? pick a value for each field where the records differ: first name, last name, job title, company, lifecycle stage, owner, language and country. Empty fields are filled from the other records.
Check What moves: email addresses, phone numbers, tags, notes, orders and conversations. Activity and order totals are added together, and duplicates of the same email address, phone number or tag appear once.
Click Merge N records and confirm. The merged records are removed and everything moves into the one that stays. This cannot be undone.
After a merge the survivor's timeline shows how many duplicate records were merged into it. A link to a merged record opens the surviving person. A missing profile photo is taken over from the merged record.
Common problems
I do not see the import icon. You need Import into the CRM.
The file is refused. It is larger than 5 MB, has more than 5,000 rows, has no header line or is not readable as CSV. Split or fix it.
Map at least an email address, a phone number or a name. Map one of those columns for people.
The import stopped before it finished. The plan limit for people was reached. The rows counted in the result were processed. Upgrade the plan, then import the remaining rows.
Many rows are skipped. They exist already, repeat in the file or have a problem. Download the problems to see each reason.
My large import has not started. It waits in the queue until the CRM worker picks it up. You can leave the page and check Previous imports later.
There is no Merge duplicates icon. You need Delete and merge CRM records and a plan with merge.
These records cannot be merged. Choose between 1 and 5 other people to merge into the one that stays.
If a problem remains, contact QrX support and mention the file name and the status shown under Previous imports.