TormanoBulk imports happen at Data > Imports. Tormano accepts CSV, XLS, and XLSX files, up to 1,500 rows and 10MB per import. Larger files must be split before uploading.
Step 1: Upload
Drop or pick a file. Tormano detects the file type and reads the header row.
Step 2: Map columns
Each column in your file is matched to a Tormano field. Common headings (First Name, Email, Phone) are matched for you. Change any match, or skip columns you don’t want.
Coming from another system? Pick a ready-made mapping at the top of the wizard, which matches that system’s export columns for you. The Business edition offers HubSpot, Salesforce, Zoho, and Pipedrive; the Nonprofit edition offers Bloomerang, Little Green Light, DonorPerfect, NeonCRM, Fundly (NonProfitEasy), CiviCRM, and Givebutter. For any other source, leave the mapping on auto-detect and adjust anything it misses by hand.
Step 3: Preview and validate
Tormano shows the first 5 rows as they will be saved. Problems such as an invalid email address or a missing required field are flagged before you start, and a required field you haven’t matched stops the import until you fix it.
Step 4: Decide what to do with duplicates
- Skip duplicates: match by email and ignore rows that already exist.
- Update duplicates: match by email and overwrite fields with new values.
- Create everything: no duplicate checking, which suits a brand-new account.
Step 5: Run
You get a progress bar, then a count of how many contacts were created, updated, skipped, or failed. Past runs sit on the Import History tab of the same page, where any finished import can be undone and failed rows come with a downloadable report.
Common pitfalls
- Date columns must be ISO format (
2026-05-07) or US (05/07/2026). - Tags are not imported. After the import, select the contacts in the Contacts list and use the Tag bulk action to put a tag on all of them at once.
- Custom fields must already exist under Settings > Custom Fields before you can match a column to one.