Click Import in the sidebar to open the import wizard. The wizard takes you through five steps.
Step 1 — Select file
Click Choose file (or drag and drop) to upload your CSV.
Once uploaded, the file name is shown. Click Next to continue.
Step 2 — Select entities
Choose what type of records you are importing.
For a simple import of one entity type, select it and click Next.
For a multi-step import (e.g. organisations then contacts), see Pipeline imports.
Step 3 — Map columns
The wizard shows your CSV column names on the left and ThirdSectorBee fields on the right. It will auto-suggest mappings based on your column names.
For each column:
- Accept the suggestion — if the mapping looks correct, leave it as-is.
- Change the mapping — click the field dropdown and select the correct field.
- Ignore the column — leave the field set to “Do not import” if you don’t need that column.
Saving a mapping
If you will import files with the same column structure regularly, click Save mapping and give it a name. You can reload it next time. See Saving and reusing column mappings.
Click Next when all required fields are mapped.
Step 4 — Review and submit
Check the summary and click Start import to submit the job.
Once submitted, the import cannot be cancelled.
Step 5 — Job status
The wizard switches to a live status view showing:
| Indicator | Meaning |
|---|---|
| Rows processed | Number of rows that have been handled so far |
| Rows succeeded | Records created successfully |
| Rows failed | Rows that could not be imported |
The job also appears in the Import history table on the Import page, where you can return to it at any time.