CSV Import Templates
Start with the data structure your software expects.
Use a ready-made template for popular business applications, collect the information you need, then download a clean CSV ready for your existing import process.
Use a ready-made structure
Start with fields designed around the application's import requirements.
Collect data in the browser
Give customers, suppliers or staff a simple spreadsheet-style experience.
Download clean CSV data
Get structured information ready for your existing import workflow.
Browse by Category
Find templates tailored to your workflow
Sales & CRM
Lead qualification, territory mapping, commissions, and partner management
Finance, Accounting & Billing
Chart of accounts, invoices, aging reports, and expense reports
E-Commerce, Retail & Supply Chain
Products, inventory, shipping, returns, and supplier pricing
Marketing
Content planning, SEO, social media, paid ads, and campaigns
Real Estate & Property Management
Tenants, leases, maintenance, inventory, and vendor management
Available templates
Popular business software imports
Choose the application you are importing into and start with the corresponding data structure.
Account Executive Territory Mapping
Collect territory assignments including account executive names, regions, target revenue, accounts and industry focus.
Asana Tasks
Collect task information in a structured format ready for Asana bulk import.
B2B Company Directory
Collect company information including names, contacts, industries, locations and other business details ready for your directory or CRM.
Barcode & SKU Mapping Master
Create a master barcode and SKU mapping for inventory management and POS systems.
Bundle & Kit Product Assembly
Define product bundles and kits with component quantities and pricing strategies.
Backlink Audit & Outreach Prospecting
Track backlinks and manage link-building outreach with domain authority, contact info, and priority levels.
Cold Outreach Lead List
Collect prospect information including names, emails, phone numbers, job titles and LinkedIn profiles for your outreach campaigns.
Content Calendar & Editorial Pipeline
Plan and track your content calendar with publication dates, content types, authors, and editorial status.
Customer Return & Refund Log
Log customer returns and manage refund processing with RMA tracking.
CSV Form Demo
Interactive demo showing how Import Builder turns data collection into clean CSV exports.
Customer Contacts Demo
Demo template for collecting customer contact information with validation.
Data Validation Demo
Interactive demo showcasing real-time validation and error detection.
Commercial Invoice Lines
Invoice lines for customs: description, HS code kept as text, country of origin code, quantity, unit, price, currency and weights in kg.
Packing List
Cartons with SKUs, quantities, net and gross weights in kg and dimensions in cm, one row per carton or range of identical cartons.
Statement of Values
Commercial property schedule: one row per building with address, ISO construction class, year built, sprinklers and insured values.
Commercial Auto Vehicle Schedule
Every vehicle's year, make, model, 17-character VIN, body type, GVW, stated value, garaging ZIP, radius and use.
Franchise Sales Report
Each location's sales for a period: location ID, start and end dates, gross and net sales, discounts, refunds, sales tax and transactions.
Franchise Location Directory
One row per location: unique location ID, name, franchisee, email, phone, address, country code, status and opening date.
Event Guest List
Guests for check-in with ticket types, quantities, lists, party members, tags and country codes, in Guest Manager's import columns.
Zoom Webinar Registrants
Webinar registrants in the email, first name and last name columns of Zoom's Import from CSV, with emails checked and repeats flagged.
Event Sponsor List
Collect sponsor information including company names, contacts, sponsorship levels, amounts and event details.
HubSpot Contacts
Collect contact records ready to import into HubSpot, including names, email addresses, phone numbers and company information.
HubSpot Deals
Collect deal information such as deal names, amounts, stages, close dates and other HubSpot deal fields.
HubSpot Companies
Collect company records and business information in a format ready for HubSpot imports.
Inbound Lead Qualification Sheet
Collect inbound lead details with qualification criteria including budget, timeline, and decision maker status.
Influencer Marketing Database & Contacts
Track influencer information including platforms, follower counts, rates, and collaboration status.
Keyword Research & Target Mapping
Track keywords with search volume, difficulty scores, and map them to your content strategy.
Google Business Profile Bulk Upload
Collect store codes, addresses, phones, categories and opening hours for every location.
Moz Local Bulk Upload
Collect names, addresses, country codes and phones for every location, in Moz Local's column order.
Local Citation Audit
One row per listing: directory, link, the name, address and phone as listed, whether each matches, and what needs fixing.
Salesforce Leads
Collect lead information including names, contact details, company information and lead fields.
Pipedrive People
Collect people with emails, phones, organizations and labels ready for your Pipedrive import.
Zoho CRM Contacts
Collect contacts with separate first and last names, unique emails, accounts and mailing addresses ready for Zoho CRM.
Website Redirect Map
Map and track website URL redirects for migrations and site restructuring.
Shipping Manifest Template
Track shipments with tracking numbers, carriers, and delivery status.
Shippo Orders Upload
Recipients, addresses, items, weights and package sizes in the columns of Shippo's orders CSV, ready to create labels.
Social Media Post Bulk Scheduling
Plan and schedule social media content across platforms with timing, hashtags, and engagement metrics.
Follow Up Boss Contacts
Collect contact information ready to import into Follow Up Boss.
Zendesk Users
Collect user information in a structured format ready for Zendesk imports.
Mailchimp Contacts
Collect subscriber and contact information ready for your Mailchimp import workflow.
Klaviyo Profiles
Collect emails, phones with country codes, names, locations and consent ready for a Klaviyo list import.
Brevo Contacts
Collect emails, names and phone numbers for SMS and WhatsApp, in Brevo's contact attribute names, ready to import.
Meta Vehicle Catalog
Dealership inventory with VIN, make, model, year, mileage, price, body style and photos, in the field names of Meta's vehicle catalog feed.
Givebutter Contacts
Donors and supporters with emails, phones, complete addresses, country codes and email subscription, in Givebutter's import columns.
Givebutter Donations
Cash, check and event gifts with campaign, donor, amount, payment method and date, in Givebutter's transaction import columns.
Multi-Channel Product Variant Catalog
Manage product variants and pricing across multiple sales channels.
Monday.com Work Management
Collect tasks and projects with status, priority and assignments ready for Monday.com import.
Notion Database
Collect structured data for your Notion databases with flexible field mapping and property types.
Paid Ads Campaign Asset Tracking
Track paid ad campaigns with impressions, clicks, costs, and ROAS across multiple platforms.
Partnership & Affiliate Directory
Collect partner and affiliate information including contacts, types, commission rates, and status for your network.
Shopify Products
Collect product information including titles, SKUs, pricing, inventory and other Shopify product fields.
WooCommerce Products
Collect product information including names, SKUs, prices, stock, categories and other WooCommerce product fields.
Shopify Customers
Collect customer information in a structured format ready for Shopify.
Shopify Inventory
Handles, variant options, locations and new on-hand quantities in Shopify's inventory CSV format.
QuickBooks Customers
Collect customer and business information ready for your QuickBooks import workflow.
QuickBooks Bank Transactions
Dates, descriptions and signed amounts in the 3-column CSV QuickBooks Online accepts for bank uploads.
QuickBooks Products & Services
Names, types, prices, descriptions and income and expense accounts ready for QuickBooks Online's products and services import.
Xero Contacts
Collect customer and supplier contacts ready for your Xero contact import.
Xero Bank Statement
Dates, signed amounts, payees and references in a clean CSV for Xero's bank statement import.
Purchase Order (PO) Header & Line Item
Create and track purchase orders with line-item detail and delivery dates.
Sales Rep Commission & Payout Tracking
Collect sales commissions, bonuses, and payout information ready for payroll and accounting processing.
Supplier Product Data
Collect product, pricing, SKU, stock and supplier information in a structured format ready for your purchasing or inventory workflow.
Stripe Revenue Recognition
Collect transaction data with revenue recognition dates ready for Stripe revenue recognition imports.
Wave Transactions
Collect bank transactions and accounting data in a format ready for Wave accounting imports.
Warehouse Location & Bin Inventory
Track inventory locations, bin assignments, and stock levels across warehouses.
Webinar Registrant List
Collect registrant information including names, emails, companies and job titles for your webinars.
Wholesale Supplier Price List
Import and manage wholesale supplier pricing, minimums, and lead times.
inFlow Product Details Import
Products, prices, vendors, reorder points and units in the columns of inFlow Inventory's product import.
Fishbowl Part Import
Part numbers, descriptions, units, part types and sizes in the columns of Fishbowl's part import.
Bill of Materials
One row per component: product SKU, component SKU and quantity, ready for Katana or MRPeasy.
Accounts Payable Vendor Directory
Manage vendor information including contact details, payment terms, and status tracking for your AP system.
Accounts Receivable Aging Report
Track customer payment aging and outstanding invoices to monitor collections and cash flow.
Bank Statement Transaction Clean-Up
Organize and categorize bank transactions for reconciliation and accounting workflows.
Budget Variance Tracking
Monitor spending against budget by department and category to analyze financial performance.
Procore Budget Line Items
Cost codes, cost types, quantities, units and amounts in the column order of Procore's budget import template.
Chart of Accounts
Build and standardize your account structure and hierarchy for financial organization.
Corporate Expense Report
Collect and track employee business expenses with category tracking and project coding.
Invoice Line Item Batch Import
Import invoice line items with quantity, pricing, and revenue account tracking.
Residential Tenant Directory & Lease Tracker
Manage residential tenant information, lease details, and monthly rent tracking.
DoorLoop Residential Rent Roll
Units, leases, rent, tenants and owners in the columns of DoorLoop's residential migration template.
BoldTrail Contacts Import
Leads and past clients in BoldTrail's (kvCORE) contact import columns, with each lead's assigned agent.
Property Maintenance Ticket Log
Track property maintenance issues, work orders, and service records across properties.
Commercial Rent Roll & Payment Schedule
Track commercial tenants, lease details, and monthly rent payment schedules.
Unit Inventory & Asset Tracking
Track unit inventory, appliances, and fixed assets with maintenance schedules.
Vendor & Contractor Service Record Log
Manage vendor and contractor information, certifications, and service records.
HOA / Community Member Directory
Manage HOA member information, contact details, and community membership records.
Don't see the template you need?
Create your own template with exactly the columns, required fields and validation rules your workflow needs.
How it works
From template to clean data in three steps.
Choose a template
Start with the fields you need for your destination application.
Collect the information
Send the template as a link or embed it into your existing website or workflow.
Download the CSV
Get the completed information in a structured CSV ready for import.
Need a custom data collection workflow?
Import Builder lets you create your own spreadsheet-style data collection template for any application or business process.