Teal CRM easily allows you to import record data from another source in a Comma-Separated Values (or CSV, for short) file. These types of files are generally created using a spreadsheet editor like Microsoft Excel or Google Sheets.


Teal allows you to import CSV files up to a maximum of 25 MB in file size and we do offer templates that you can download to get you started on formatting your record data efficiently.


The process of formatting your data is by simply filling in your record details within the available columns inside each of the template files. Each module requires both different and similar data which Teal will then handle linking the record data after the import process.