Mria CRM: CRM for Jira Teams has introduced an essential new capability for any team building or migrating their customer database into Jira: Bulk Contacts Import.
Contacts are the foundation of every CRM. Whether a team is moving from another system, consolidating long-running spreadsheets, or operating at a scale where new customer data arrives in large batches, the ability to bring Contacts into the CRM cleanly and reliably is critical. This release gives Jira teams exactly that – a structured, predictable, and efficient way to upload Contacts at scale, automatically create or link Companies, and keep existing records updated over time.
This update is designed for accuracy, data integrity, and operational speed, ensuring that teams can begin working with real customer data in Jira immediately and maintain it with minimal manual effort.
Bulk Contacts Import: Bring Your Customer Base Into Jira with Mria CRM
Mria CRM now includes a dedicated Contacts Import feature built for teams that need to bring customer data into Jira quickly and in a structured way. Instead of entering records manually, you can upload large Contact lists from spreadsheets or external CRMs and let Mria CRM convert raw data into clean, organized customer records.
During import, the system maps file columns to CRM fields, checks for existing Contacts, updates matching records when needed, and automatically creates or links Companies based on the information in your file. This ensures data stays consistent, relationships remain accurate, and the customer base grows without duplicates.
With Contacts Import, teams can build a complete and reliable customer database inside Jira in minutes with predictable behavior and clean linking across all CRM objects.
What it’s designed to import
- customer lists exported from legacy CRMs
- event or webinar attendee lists
- long-running spreadsheets with customer information
- outbound enrichment files (job titles, industries, firmographics)
- marketing- or support-sourced contact exports
Once imported, Contacts immediately become usable across CRM Leads, Deals, Jira issues and JSM tickets giving teams full customer context throughout their workflow.
How Contacts Import Works: A Clear Step-by-Step Process
The Contacts Import feature is built into Mria CRM and can be accessed directly from the CRM workspace. Follow the steps below to run a full import.
Step 1 — Open Mria CRM
In Jira, open Mria CRM from the left-hand menu:
- Go to Apps in the Jira sidebar
- Select Mria CRM to open the CRM workspace
This is where all CRM modules live, including Contacts, Companies, Leads, Deals, Products and Activities.
Once inside Mria CRM, you can start the import from either location:
- Contacts → Import Contacts, or
- Settings → Data Administration → Contacts → Import Contacts
Both options open the same import flow.
If you don’t have Mria CRM installed yet, you can install it from the Atlassian Marketplace.
Learn how to install Mria CRM in our Installation Guide.
Step 2 — Upload Your File
Before uploading, prepare the file you want to import.
You can use:
- the sample file provided on the import screen (recommended if you want a ready structure), or
- any spreadsheet you already have with customer information – whether it comes from events, marketing tools, internal databases, manually maintained lists, or exports from the CRM systems.
Required fields:
Your file must include at least Name and Email for every Contact.
When your import file is ready:
- Drag and drop it into the upload area or click Upload to browse your computer.
- Mria CRM validates the format (.CSV or .XLSX) and size (up to 1 MB, ~1,000 Contacts recommended per file).
- Once the file is accepted, the system automatically moves you to the field mapping step.
Step 3 — Map Your Fields
After uploading the file, Mria CRM automatically tries to match your file columns to CRM fields.
Here’s what you need to do on this screen:
- Review the suggested mappings
- Adjust mappings if a column was matched incorrectly
- Leave any columns unmapped if you don’t want to import them
Email must be unique.
If duplicates exist in the file, only the last row is used.
Step 4 — Configure Import Options
Before running the import, choose how Mria CRM should handle existing data:
- Update existing Contacts
Update fields for Contacts that share the same email. - Create new Companies
If a Company doesn’t exist, create it and link the Contact. - Link to existing Companies
If a matching Company name is found, link the Contact to it. - Link to existing Leads
If a Lead with the same email exists, connect it with the Contact automatically.
These options define how Contacts, Companies, and Leads interact during import.
Step 5 — Run the Import
Click Import to start processing your file.
While the import runs, you can
- watch the progress update on the screen, or
- continue working — the import runs in the background
You’ll receive a notification when the import is finished.
Step 6 — Review the Results
After import completion, you’ll see a summary with:
- total rows processed
- Contacts added
- Contacts updated
- Companies created
- Companies linked
- time and author
Click Go to new records to view the Contacts you just imported.
Step 7 — Find Imported Contacts Anytime
You can locate imported records from:
- Notifications
The import message includes a direct link.
- Settings → Data Administration → Contacts
Each import is logged with counts.
- Contacts table view filters
Use the “Import File” filter to view Contacts from a specific file.
Read the Detailed Contacts Import Instructions in our documentation.
Use Cases: When to Use Contacts Import
Contacts Import in Mria CRM is designed for real-world data flows that Jira teams deal with every day. Whether you’re consolidating existing customer information in Jira or regularly receiving new contacts in batches, these scenarios show how the feature supports different workflows.
CRM migration
Import customer lists from other CRMs or long-running spreadsheets and bring all existing Contacts into Mria CRM in one upload.
Event management
Upload event attendee lists and instantly link participants to Companies for outreach and follow-ups.
Outbound & SDR workflows
Import prospect lists collected during outbound research, so Contacts are ready to be linked to Leads or Deals when outreach begins.
Marketing operations
Import webinar or form submissions and ensure Contacts are tied to the correct Companies and to existing Leads when emails match.
Account management
Consolidate scattered customer data into one structured system, making Contacts and Companies visible inside Jira issues, JSM tickets and across CRM workflows.
Support & Service Teams
Import your customer base, so support agents can access Contacts and Companies directly from Jira Service Management requests, ensuring quick identification and accurate context during support work.
Best Practices for Successful Contacts Import
Contacts Import works best when your data is organized and consistent. These best practices help ensure smooth imports, clean records, and accurate customer context across your CRM workflow.
Use clean, unique emails
Emails are the primary identifier for Contacts. Duplicates are resolved by processing the last occurrence.
Keep Companies consistent
Company matching is name-based. If your organization uses variations (“IBM,” “IBM Corp”), unify naming before import.
Enable Contact updates for ongoing maintenance
If your CRM exports updated fields regularly, re-importing the file with “Update existing Contacts” enabled keeps your data accurate over time.
Check imported Contacts via the “Import File” filter
After each upload, filter by file name to verify the list and perform first actions: tagging, linking, etc.
Link Leads automatically
If Leads and Contacts share emails, they are connected automatically. This keeps marketing → sales handoff consistent.
Tip: Use an internal import template with consistent column names (Name, Email, Company, Job Title, Tags). It keeps future imports fast and clean.
What’s Next in Mria CRM
We continue strengthening the CRM foundation inside Jira with improvements focused on accuracy, context, and daily execution. Upcoming enhancements include:
- Mentions & shared notes — @mention teammates inside CRM objects for clearer collaboration
- Confluence integration — attach discovery docs, account plans, and meeting notes directly to CRM records
- Gmail integration — send and receive emails directly inside CRM records
- Dashboard — live revenue, pipeline, and activity insights without leaving Jira
- Bulk record updates — update tags, owners, and statuses across many CRM objects
Get started with Mria CRM
Book a demo – Schedule a session
Try Mria CRM for free – Install from Atlassian Marketplace
Additional resources
Support – Contact support
Documentation – View product docs
Roadmap – Explore upcoming features
