Where do I export CSV from Salesforce?

Use Reports or Data Export for Accounts, Contacts, Opportunities, and custom objects you map to Triad projects. Include record Id as External ID.

Will re-import duplicate my partners?

Not if External ID is populated — Triad upserts on that key. Without External ID, exact name matches may update, but fuzzy duplicates are possible.

Why can't I see Data import in Settings?

Only organization admins see the Data import nav item. Check your role under organization members.

Do Opportunity Splits from Salesforce import automatically?

Partner credit can come from CSV credit columns or Triad's split interpretation on multi-row deals. Complex split logic may need review during opportunity import preview.

Documentation

Importing data

Bring partners, accounts, opportunities, and contacts in from Salesforce or CSV

CSV import today, Salesforce sync on the roadmap

Triad's system of record is the partnership relationship — not your CRM. Most teams still source accounts, contacts, and pipeline from Salesforce (or HubSpot). Today you export CSVs from your CRM and import them under Settings → Data import (organization admins only).

Native Salesforce integration is planned for Team and Enterprise tiers. Until then, a regular export cadence (weekly or after close of books) keeps Triad aligned with CRM truth.

What you can import

Six entity tabs: Partners, Contacts, Accounts, Opportunities, Projects (implementations), and Segments.

Each tab expects specific column headers — download the template from the import page. Required columns vary: partners need Name; opportunities need Name and Account Name; projects need Account Name and Partner Name.

Use External ID columns for Salesforce record IDs so re-import updates existing rows instead of creating duplicates.

Opportunity and account matching

Accounts and opportunities run a preview step when names might be ambiguous. Triad fuzzy-matches Account Name to existing records; you confirm uncertain rows before commit.

Opportunities can link to a partner via Partner Name and optional Partner Credit Amount for multi-partner deals. If identical amounts appear on split rows without a credit column, Triad may ask how to interpret splits during import.

Recommended import order

1. Partners 2. Accounts 3. Contacts (partner and internal) 4. Opportunities (with partner links) 5. Projects 6. Segments (if you use segment-based account groupings)

Then capture activities — decompose will match names to the records you imported.

Data import is admin-only. If you are not an org admin, ask someone with admin role to run imports or grant you access.

Common gotchas

Header row must match templates exactly — extra columns are fine if named correctly; typos in headers fail validation.

Files are limited to 5 MB. Split large exports.

Partner Name on opportunities must match an existing partner record — import partners first.

Stage values on opportunities may prompt stage-mapping picks if they do not match your org's configured stages.

Frequently asked questions

Where do I export CSV from Salesforce?: Use Reports or Data Export for Accounts, Contacts, Opportunities, and custom objects you map to Triad projects. Include record Id as External ID.
Will re-import duplicate my partners?: Not if External ID is populated — Triad upserts on that key. Without External ID, exact name matches may update, but fuzzy duplicates are possible.
Why can't I see Data import in Settings?: Only organization admins see the Data import nav item. Check your role under organization members.
Do Opportunity Splits from Salesforce import automatically?: Partner credit can come from CSV credit columns or Triad's split interpretation on multi-row deals. Complex split logic may need review during opportunity import preview.

Getting started

Get from signup to your first captured activity in 5 minutes

Partners, accounts, and activities

The data model: how partners, accounts, and activities connect

QBR generator

Generate a partner-ready QBR narrative in two minutes

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