TormanoBulk imports happen at Data > Imports. Tormano accepts CSV, XLS, and XLSX files, up to 10,000 rows and 10MB per import.
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 gets matched to a Tormano field. Tormano's smart-mapper recognizes the most common header names (First Name, Email, Phone, etc.) and auto-maps them. You can override any mapping or skip columns you don't want.
If your file came from another platform, pick a mapping template at the top of the wizard. The template list depends on your edition: B2B orgs see four (HubSpot, Salesforce, Zoho, Pipedrive) and Nonprofit orgs see seven (Bloomerang, Little Green Light, DonorPerfect, NeonCRM, Fundly / NonProfitEasy, CiviCRM, Givebutter). These are the guided quick picks — the full library holds 37 templates covering 21 platforms. Each one auto-maps that platform's export columns.
Step 3: Preview and validate
Tormano shows the first 5 rows mapped to their target fields. Errors (invalid email format, missing required fields) are flagged before you commit. Required fields you didn't map raise a blocking error.
Step 4: Choose dedup behavior
- 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 dedup; useful for blank organizations.
Step 5: Run
The import runs in batches. You'll see a progress bar and final count of created / updated / skipped / errored rows. Past runs live on the Import History tab inside the same Imports page — each finished import can be undone from there, and failed rows come with a downloadable error report.
Common pitfalls
- Date columns must be ISO format (
2026-05-07) or US (05/07/2026). - Tag columns support multiple tags separated by semicolons (
vip;board-member;lapsed). - Custom fields must already exist in Settings > Custom Fields before you map to them.