CRM pack

Contacts CSV import API

Import CRM contacts from CSV. Account-linked, email-validated, decision-maker flag, multilingual headers.

low riskcontacts_v1
30-second curl
curl -X POST https://api.adaptivmapr.com/v1/uploads \
  -H "Authorization: Bearer $ADAPTIVMAPR_API_KEY" \
  -F "template=contacts_v1" \
  -F "file=@your_data.csv"
→ 9 canonical fields · 2 validated · low risk

Canonical columns

The whole schema, printed as it ships.

Every canonical column, the type each row carries, whether it is required, the field-level validators that fire on commit, and the multilingual header hints the cascade resolves against. This is the shipped definition, not a summary of it.

contacts_v1
fields
9
required
1
validated
2
hints
30
Canonical columnTypeRequiredValidatorsHeader hints the cascade matches
idstringyesmatched on the column name
account_idstringkontocompteaccountcuenta
first_namestringvornameprenomprénomnombregiven name
last_namestringnachnamenomcognomeapellidosurname
emailemailemaile-mailmailcorreo
phonephonephonetelefontéléphonetelefonophonemobile
titlestringtiteltitretitolocargojob title
is_decision_makerbooleanentscheiderdécideurdecisor
last_contacted_atdatematched on the column name

Read the same definition as JSON at GET /v1/templates/contacts_v1. A hint match resolves on layer 2 — no LLM call, no token spend, just the flat per-map fee. Hover a validator id to see what it checks.

  • 9 canonical fields
  • 1 required
  • 2 validated
  • 30 header hints, 5 languages

Why it exists

Written for the file you actually receive.

The Contacts template is people at named accounts — the post-qualification population that leads convert into. Each row carries an id, a foreign key account_id, identity fields (first_name, last_name), contact details (email, phone), a job title, a decision-maker boolean, and a last_contacted_at timestamp. Sales-ops teams use this template after a leads import to materialise the contacts-at-accounts relationship, after a CRM migration to reconstruct the org chart, and before a campaign to refresh the decision-maker flag. The is_decision_maker field is a boolean rather than an enum because nuanced authority (economic buyer vs technical buyer vs influencer) belongs in a separate model — the canonical row tracks the binary: does this person sign or not.

account_id is not required because contacts can exist before their account is created — but most downstream systems eventually want the link. last_contacted_at parses across formats; null means the relationship is dormant. Title hints cover DE, FR, IT, ES so a multilingual CRM export does not escalate to the LLM.

Migration scenarios & the foreign headers they ship

Migration scenarios for the Contacts template: CRM migrations (Salesforce → HubSpot, Pipedrive → Close), enrichment runs that refresh titles after a quarterly outreach campaign, post-acquisition imports where the acquiring team needs the acquired company's contact graph in place, and ABM list uploads that target specific personas at named accounts. Foreign headers we see routinely: "Account ID / Konto / Cuenta / Vorname / Prénom / Nombre / Nachname / Nom / Apellido / Email / Telefon / Téléphone / Teléfono / Titel / Titre / Titolo / Cargo / Job Title / Entscheider / Décideur / Decisor / Last Contacted / Letzter Kontakt". The cascade picks up the multilingual job-title vocabulary at zero cost — title is the single most-localised field in CRM data, and the heuristic layer absorbs it without escalating.

The cascade

Five layers, and the cheapest one wins.

Layers run in order and stop the moment a column resolves. That is the single biggest cost lever in the system: a column caught on layer 2 never reaches the metered layer 5.

  1. L1Statisticsno LLM

    Auto-accepts a header that past confirmations already resolved the same way, at {minN:100, minRatio:0.95} or {minN:20, minRatio:1.00}.

  2. L2Heuristicno LLM

    Normalises accents, punctuation and whitespace, then compares against the column name, the label, and every registered hint (DE / FR / IT / EN / ES).

  3. L3Fuzzyno LLM

    Token-set ratio plus Levenshtein over the normalised strings. Auto-accepts at 0.80 — it absorbs typos and reordered words.

  4. L4Semanticcheap, cached

    Embedding cosine between the header and the field’s label + hints. Catches the long tail of paraphrases.

  5. L5LLMmetered

    Everything still unresolved goes up in ONE batched, collision-aware call, constrained to this template’s column set so it cannot invent a field.

Try it

One template id, two ways in.

REST for your import pipeline, MCP for your editor. Both run the same cascade and both honour the same schema-only clamp.

REST · POST /v1/uploads

Name the template; the cascade picks up the rest. The canonical definition is read-only at GET /v1/templates/contacts_v1.

bash
curl -X POST https://api.adaptivmapr.com/v1/uploads \
  -H "Authorization: Bearer $ADAPTIVMAPR_API_KEY" \
  -F "template=contacts_v1" \
  -F "file=@your_data.csv"
→ upload created · mappings ready · confirm before commit

MCP · Cursor / Claude Desktop

Drop AdaptivMapr into your editor and call the same cascade as a tool. Schema-only calls leave only column names and up to three clamped sample rows.

mcp
// In Cursor or Claude Desktop with the AdaptivMapr MCP server installed:
adaptivmapr.match_headers({
  template_id: "contacts_v1",
  headers: ["id", "account_id", "first_name", "last_name"]
})
schema-only · headers and ≤3 rows, 80 chars each
MCP install instructions

Questions

Contacts CSV import — FAQ

Sales-process role taxonomies (champion, blocker, influencer) are team-specific and shift across deal stages. The canonical row tracks the binary so cross-team reports compose.
Each row is one membership. Multi-account contacts get one row per account — the contact id stays stable, the account_id varies.
Add an `is_active` flag via a fork, or maintain a separate departed-contacts table. The canonical template assumes current.
The phone validator checks shape (digits, plus sign, separators) but does not enforce strict E.164. A downstream libphonenumber pass normalises to E.164 cleanly because the cascade guarantees a parseable shape.

Ready when you are

Map contacts in production — without shipping raw records.

Schema-only mode leaves only headers and a handful of clamped samples. Add full-data when you need row-level AI, routed in-region under a BAA.

No free tier · $10 prepaid wallet to start · every map draws a small flat fee, deterministic ones included