Import data

Bring companies and people into Unify.

Overview

Bring account and contact information into Unify from a spreadsheet, a conversation, or another application. Choose an approach based on where your data lives and whether you need a one-time import or an ongoing integration.

Method	When to use it
CSV	Upload a spreadsheet and map its columns to Unify fields.
Chat	Review or refine a file or a set of results before saving a list.
MCP	Bring data into Unify from an AI application connected to Unify.
Data API	Build a repeatable import from another system.

Import your data

CSV

Upload a CSV to add companies or people to a new or existing list.

Unify matches companies by domain and people by email. When a matching record already exists, the upload can update it with the values you map from your file. Review those values before starting the upload.

Prepare your file

Use a CSV with a header row and a file size of up to 20 MB. Prepare the following columns for the type of list you want to create:

List type	Columns to provide
Companies	Company name and domain.
People with email addresses	Email address, plus any contact and company details you want to include.
People who need email enrichment	First name, last name, and company domain. Enable email enrichment during review.

If your workspace has required custom fields for companies or people, include values for those fields too. The mapping step identifies required destinations.

Upload the file

1. Choose the destination

   In the Leads menu, open Lists, click New list, and choose Upload CSV. Choose whether your file contains companies or people.

   To add records to an existing list, open it and choose Upload CSV from Add records.

2. Add the file

   Upload your CSV. For a new list, enter the list name. Click Next to review the field mappings.

3. Map the columns

   Review the suggested mappings between CSV columns and Unify fields. Adjust any incorrect matches and add mappings for the other values you want to import.

   People uploads have separate mappings for person and company fields. Map company columns when you want the file to supply those company details.

4. Review the upload

   Check the preview and estimated number of records to add. Resolve warnings about missing or invalid values before continuing.

   For people, choose whether to enrich missing emails or phone numbers. The review screen shows the credit cost and which rows can be enriched. Successful enrichment uses credits.

   Click Start upload when the mappings, preview, and enrichment choices are correct.

5. Review the results

   Unify processes the upload in the background. Open the destination list to see its records, then open Activity and select the CSV upload to review the completed operation.

Resolve skipped records

The preview identifies duplicate rows and records that cannot be added. Company rows need a valid domain. People need a valid email address, either supplied in the file or found through enrichment. Providing information for enrichment does not guarantee a match.

Required custom fields also affect whether a record can be added. Review the warnings in the preview, correct the file or mappings, and upload the corrected rows. A file can contain both valid and invalid rows, so compare the result with the number you expected before beginning outreach.

Chat

Use chat when you want to review, research, or select records before saving them. You can attach a CSV or work with results already in a conversation.

1. Provide the data and your criteria

   Open chat and attach your CSV using the paperclip, or continue the conversation that contains your results. Describe which companies or people you want to keep and any information you want chat to check.

2. Review and save a list

   Review the results, then ask chat to save the companies or people to a named list. Specify whether to create a new list or use an existing one. Companies need a website domain and people need an email address when saving new prospects.

   For example: “Save the companies with at least 100 employees to a new list named Mid-market planning accounts.”

3. Check the saved records

   Open the resulting list and review its members. Check chat’s summary for records it could not save and correct the affected inputs before retrying.

Follow build lists with chat for the full workflow, including research, table refinement, and saving selected results.

MCP

The Unify MCP connector lets a connected AI application create or update Unify records and organize them into lists. Use this path when you are already working with data in that application.

Connect Unify, give the application access to the data you want to import, and specify the destination list and fields to save. Ask it to match companies by domain or people by email and explain how existing values should be handled before making changes.

For example: “Import these companies into Unify using their website domains to match existing records. Keep existing company names, fill in missing names, and add the records to a new list named Event accounts. Report any records that could not be added.”

The connector provides separate tools to create or update records, create a list, and add records to it. Your AI application can combine those tools to complete the request. Review its results and open the list in Unify to check the imported records.

See the record tools and list tools for supported operations.

Data API

Use the Data API to build an import from another application or a recurring process. A developer can control how incoming fields map to Unify and which values update existing records. The Data API, including its list endpoints, is in public beta.

A typical list import has three parts:

1. Create or update records, matching companies by domain or people by email. Choose which fields to replace and which to fill only when empty.
2. Create a list, or select an existing list for the same type of record.
3. Add the records to the list using their IDs or matching values. Review each result for records that could not be added.

Records must exist in Unify before they can be added through the list-entry endpoint. Each add request accepts up to 100 records. The Lists API guide covers sharing, membership, and pagination; the Data API guide covers authentication and request setup.