Lists the saved import templates of the organization (most recently updated first, paginated by cursor): name, destination (person, company, prospect, deal), the column → field mapping, the duplicates handling (behavior.deduplication, also in dedup_strategy), the cascade behavior and the default pipeline and currency. Use one with crm.imports.create (template_id) to import rows keyed by the same column names as the file the template was made for.
Scope
crm:read
Permission
View the module
MCP tool
crm_import_templates_listOn the full surface; on the compact one, mb_execute_operation with id: "crm.import_templates.list".
Declared cost: up to 51 reads and 0 writes per call (they count against the daily quota).
Parameters
limitintegerqueryoptional
How many items this page brings at most (see the maximum and the default in the schema).
Default: 50
cursorstringqueryoptional
The next_cursor of the previous page, exactly as it came (only for the same list and filters); without it, the first page.
Saves an import template: a name, the destination (person, company, prospect, deal), the column → field mapping (field_mapping: {"Email": "person.email", …}), the cascade and duplicates behavior (behavior; dedup_strategy is the same as behavior.deduplication, kept for older clients: send one of the two) and an optional default pipeline and currency. Requires the import_data permission of the CRM.
Scope
crm:write
Permission
Edit in the module · CRM action: import_data
MCP tool
crm_import_templates_createOn the full surface; on the compact one, mb_execute_operation with id: "crm.import_templates.create".
Declared cost: up to 0 reads and 1 writes per call (they count against the daily quota).
Parameters
namestringbodyrequired
Name shown in the import wizard, up to 120 characters.
destinationenumbodyrequired
What the rows become: person, company, prospect or deal.
Values: deal, prospect, person, company
field_mappingobjectbodyrequired
Column of the file → field (person.email, person.first_name, company.name, deal.title, cf:<custom field slug>…), up to 100; the column names are kept as written.
default_pipeline_idstringbodyoptional
Deals: the pipeline of rows without one (crm.pipelines.list).
default_currencystringbodyoptional
ISO 4217 code of values without a currency column.
dedup_strategyenumbodyoptional
Kept for older clients: the same as behavior.deduplication, which is what the import uses. Send one of the two; both must agree (import_template_dedup_mismatch).
Values: merge, create_activity, notify, skip
behaviorobjectbodyoptional
Companies, unmatched persons and duplicates (crm.imports.create explains each); without it, the destination's defaults.
Changes the name, destination, mapping (field_mapping replaces the whole mapping), duplicates strategy, behavior, default pipeline or default currency of a saved import template; only what you send changes, and null clears the default pipeline or currency. Imports already done do not change. Requires the import_data permission of the CRM.
Scope
crm:write
Permission
Edit in the module · CRM action: import_data
MCP tool
crm_import_templates_updateOn the full surface; on the compact one, mb_execute_operation with id: "crm.import_templates.update".
Declared cost: up to 1 reads and 1 writes per call (they count against the daily quota).
Parameters
template_idstringpathrequired
The template's id, from crm.import_templates.list.
namestringbodyoptional
Name shown in the import wizard.
destinationenumbodyoptional
What the rows become: person, company, prospect or deal.
Values: deal, prospect, person, company
default_pipeline_idstring | nullbodyoptional
Deals: the pipeline of rows without one; null clears it.
default_currencystring | nullbodyoptional
ISO 4217 code of values without a currency column; null clears it.
dedup_strategyenumbodyoptional
Kept for older clients: the same as behavior.deduplication, which is what the import uses. Send one of the two; both must agree (import_template_dedup_mismatch).
Values: merge, create_activity, notify, skip
behaviorobjectbodyoptional
Companies, unmatched persons and duplicates; replaces the saved one.
field_mappingobjectbodyoptional
Column of the file → field (person.email, person.first_name, company.name, deal.title, cf:<custom field slug>…), up to 100; the column names are kept as written.
Deletes a saved import template (the column mapping); imports already done do not change. A template is a saved setting, not a customer record: it does not go to the trash and cannot be undone, so outside the screen it requires a dry run and a confirm_token. Requires the import_data permission of the CRM.
Needs confirmation: first dry_run: true (preview and confirm_token, valid 10 minutes and for one run), then the same body with confirm_token. In a few operations only with certain data: the description says when. Why and how: Dry run and confirm_token.
Scope
crm:writeand “Allow deletions” (crm:delete in OAuth)
Permission
Edit in the module · CRM action: import_data
MCP tool
crm_import_templates_deleteOn the full surface; on the compact one, mb_execute_operation with id: "crm.import_templates.delete".
Declared cost: up to 1 reads and 1 writes per call (they count against the daily quota).
Parameters
template_idstringpathrequired
The template's id, from crm.import_templates.list.
