myb-p-data-importlisted

# Data Import — Bulk CRM Record Creation from Files Import data from Excel/CSV files into MyBusiness CRM. Handles customer identification (by email, phone, name, or objectId), field mapping from Hebrew column names, lookup resolution, deduplication, and batch record creation. ## When to Use - User uploads a CSV or Excel file and asks to create CRM records from it - Bulk creation of Sales, Leads (Accounts with IsAccount=false), or both - Matching file rows to existing CRM Accounts by email, phone, name, or objectId - Any "file → CRM records" workflow - **Generating synthetic / demo data** programmatically (no file) — e.g. seeding sample records for a demo. For **MyChat / WhatsApp conversations** specifically (channels, conversations, messages, the `Direction` typo, the 24-hour window, and the critical CLP-visibility step), read **`references/mychat-conversations.md`** — it is a complete, standalone generator guide. ## High-Level Workflow ``` 1. READ the file → understand structure (sheets, columns, row count) 2. ANALYZE columns → classify each as: identifier, CRM field, or metadata 3. RESOLVE lookups → find objectIds for users, statuses, sources 4. MATCH records → find or create target Accounts 5. DEDUPLICATE → remove duplicate rows from source 6. CREATE records → use Create-Many for batch creation 7. REPORT results → summarize created/skipped/failed ``` ## Step 1: Read and Understand the File Read the file using Node.js with the `xlsx` package (install if needed: `npm