Find the next step for your project.

Prepare your files

How to export and organise the files you upload.

Export each object, such as contacts, companies or accounts, and deals or opportunities, as its own CSV file or worksheet, with a single header row.

Stay within the limits: up to 50 files in one set, up to 2 GB for each file and 5 GB for the whole set, up to 800 columns in a table, and up to 500,000 billable source units in one project at launch.

If a worksheet is too large to upload, export it as CSV or split it. Kauro never cuts a file silently.

Leave out credentials, secrets, full payment card data and health data.

Confirm your target settings

What Kauro asks about the destination before it prepares an import.

For a destination Kauro qualifies, your team confirms the target's settings, such as fields and required values, before preparation.

Confirmed settings are kept for up to 180 days after the last confirmation or use. A saved setting is used to prepare a new delivery for 30 days at most, and stops being used at once when the target changes in a material way.

Approve the plan

What you decide, and what an approval covers.

Review each proposed decision. A duplicate candidate is a suggestion to look at, not a confirmed duplicate.

An approval applies to the exact files, settings and version you were shown. If the files change, the plan is reviewed again and approvals are never reused.

Pressing Enter never approves anything. Approval is a separate, explicit action.

Pay for a project

How the quote and the payment work.

The quote stays valid for 14 days. It shows the band, any discount, taxes and the total.

A payment is shown as confirmed only after Kauro has matched the money received to the exact amount of the order. Do not pay twice: the project shows the state of the payment until it is certain.

Import in stages and return receipts

How a multi-stage import moves forward.

Some imports run in stages. Import one stage, return its result receipt, and receive the next verified stage.

A receipt must match what was prepared. An arbitrary file marked as a success is not proof.

A project stays prepared for import until you report the result.

How long files stay

The windows that apply to your files and results.

The files and package of a purchased project stay available for 7 days after the first package is ready, and are removed no later than 14 days after payment is confirmed.

The files of a free data health check that is not followed by a purchase stay available for 7 days after it is ready, and are removed no later than 14 days after the files were sealed.

The full schedule is on the Data handling page.

Ask for help

How to reach Kauro about a project.

Signed-in members open a support case from the project, so the case names the project and the files it concerns.

Never email a CRM export or a password. If a case needs records, Kauro asks you to share them through a secure, scoped route.

Before you have an account, write to us on the contact page.