Importing data

Drop any spreadsheet export — Triad detects the type, maps your columns, and matches records automatically

One drop, no templates

Go to Settings → Data import (organization admins only) and drop a CSV export — from Salesforce, HubSpot, a finance tool, a partner portal, or a plain spreadsheet. Triad:

1. Detects what you're importing (partners, accounts, opportunities, contacts, events, projects, or segments).
2. Maps your columns to Triad's fields automatically — no exact column titles or template required.
3. Lets you confirm the mapping (it skips this when confident), then shows a confirmation before anything is written.

You can also choose Import a specific type manually to pick the entity yourself. Triad remembers the mapping for each source, so re-dropping the same export goes straight through. (Native Salesforce sync is on the roadmap for Team and Enterprise.)

What you can import

Seven types: Partners, Contacts, Accounts, Opportunities, Events, Projects, and Segments. Only a few fields are required per type; everything else is optional and mapped if present:

• Partners — Name
• Accounts — Name
• Contacts — First Name, Last Name, Type (Internal or Partner)
• Opportunities — Name, Account Name
• Events — Title, Event Date
• Projects — Account Name, Partner Name
• Segments — Account Name, Segment Name

Add an External ID column (your CRM record ID) and Triad updates the matching record on re-import instead of duplicating.

How Triad matches records

You don't need to import in a strict order or pre-create everything — Triad resolves references as it imports.

Accounts are matched to existing accounts by exact name, alias, or close/semantic variants. Confident matches apply automatically, uncertain ones are shown to confirm, and an unmatched name creates a new account.

Partners match the same way, with one difference: Triad treats partner entities as intentionally separable. When a partner name looks like a variant of an existing one — "Accenture Federal" vs "Accenture", or a Deloitte member firm — Triad asks whether to match it, keep it separate as a child of the parent, or create a new top-level partner. So you no longer need to import partners first; new and related partners are resolved during import. Your choices (and aliases like "JPMC" → JPMorgan Chase) are remembered.

Opportunities: stages, partners, and credit

• Stage — source stage values map to your Triad pipeline stages; new ones are mapped during import and remembered (manage them under Settings → Opportunity stages).
• Close Date — ISO dates and fiscal periods like 2027-Q1 both work.
• Partner / motion — Partner Name links the partner to the deal; Deal Type / Motion maps to a Triad partner type.
• Partner Credit Amount — for deals split across multiple partner rows, each partner's credit. How credits combine into the deal total — summed or overlapping — is set under Settings → Organization → Partner credit attribution, and Triad asks during import when it's ambiguous.

Updating vs. creating

Re-importing is safe: Triad updates an existing record (rather than duplicating) when it matches on External ID or an exact/alias name match. Nothing is written until you confirm, and Start over resets at any point.

Notes

• Data import is admin-only.
• Files are limited to 5 MB — split very large exports.

FAQ

Do I need a template or exact column names?

No. Triad maps your columns automatically, whatever they're named.

Do I have to import partners or accounts before opportunities?

No. Triad matches and creates referenced partners and accounts during the import, with a quick review for anything ambiguous.

Will re-importing duplicate my data?

No, as long as records match on External ID or an exact/alias name. Add an External ID column to be safe.

Will Triad merge "Accenture" and "Accenture Federal"?

Only if you tell it to — it offers match / keep-separate-as-child / new top-level for partner variants and remembers your choice.

Why can't I see Data import in Settings?

It's admin-only; check your role under Settings → Team.