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PeopleGraph — Unified People & Company Directory with Labels, Segments, Sync & Dedupe | Velaxe

PeopleGraph

Import contacts and companies into PeopleGraph

Upload CSVs, map columns, and validate before creating profiles at scale.

20 min Beginner Admin, Sales Ops, Support Ops Updated Aug 2, 2025
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Import wizard overview
Map, validate, import

Overview

Upload CSVs, map columns, and validate before creating profiles at scale.

Prerequisites

  • CSV exports prepared for people and/or companies
  • Headers include at least name/email (people) or company_name/domain (companies)

Permissions required

people:write companies:write imports:create

Downloads & Templates

People CSV template

Template

Companies CSV template

Template

Steps (4)

Estimated: 20 min
  1. 1

    Open the Import Wizard

    Admin 2 min Back to top

    Go to PeopleGraph → Imports → New. Choose People or Companies.

    Tips

    —

    Validation

    • Importer type matches your CSV (people vs companies).

    Success criteria

    —

  2. 2

    Upload CSV and map columns

    Ops 6 min Back to top

    Upload the file and map columns to fields (e.g., first_name, last_name, email, company_name). Save the mapping as a preset.

    Tips

    • Mark a unique identifier (email for people, domain or external_id for companies).

    Validation

    • Required fields show green checks in the preview.

    Success criteria

    —

  3. 3

    Run validation

    Ops 5 min Back to top

    Click Validate to detect duplicates, missing emails, and malformed domains.

    Validation results

    Tips

    —

    Validation

    —

    Success criteria

    • No critical errors remain; warnings acknowledged.
  4. 4

    Import and review jobs

    Admin/Ops 7 min Back to top

    Start the import. Monitor job logs and spot-check created profiles.

    Tips

    —

    Validation

    —

    Success criteria

    • Profiles created with correct labels and cross-links.

About this guide

PeopleGraph gives teams a single workspace to create, link, and manage people and companies. Build rich profiles with emails, phones, addresses, websites, and custom fields. Attach labels and define smart segments that drive marketing, support, and permissions in other apps.

Two-way connectors keep sources like Google Contacts and Microsoft 365 aligned. Dedupe suggestions and a merge workflow maintain clean data with provenance. Every change emits events for downstream automation.

Search is first-class: quick find in-app and registration with the platform-wide index so you can jump to any profile from anywhere.