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The Pinnacle Perspective: Pinnacle AI CRM Updates

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The Pinnacle Perspective: Pinnacle AI CRM Updates

Bulk Create And Update Custom Objects From CSV

March 16, 2026

0:00 | 1:54

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In this episode of The Pinnacle Perspective we highlight a time-saving update in Pinnacle AI CRM: bulk importing Custom Object records using the same create-and-update CSV flow available for Contacts and Opportunities. Upload a CSV, map columns to object fields, and choose whether blank cells overwrite existing values. The import uses unique fields to identify duplicates and applies updates cleanly, while the Bulk Actions view shows success counts and any errors to address. For businesses, marketers, and agencies this accelerates migrations, reduces manual errors, and keeps pipelines, campaign metadata, and automations synchronized. Try it during client onboarding or system syncs to save time and maintain data accuracy. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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