Agent-Skills.md

Agent Skills: CRM Import

Import data from staging to master CRM with validation

UncategorizedID: aaaaqwq/claude-code-skills/crm-import

Repository

aaaaqwq/claude-code-skills
aAAaqwqLicense: MIT
7317

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pnpm dlx add-skill https://github.com/aAAaqwq/AGI-Super-Team/tree/HEAD/skills/crm-import

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skills/crm-import/SKILL.md

Skill Metadata

Name
crm-import
Description
Import data from staging to master CRM with validation

CRM Import

Import new data from staging to master CRM database with validation and approval.

When to use

  • "import CRM data from X"
  • "add new people/companies/leads from file Y"
  • "validate staging data"
  • A file appeared in $CRM_PATH/_staging/incoming/

Input

  • CSV file with new records
  • Table type (auto-detect or explicitly specified)

How to execute

Step 1: Run the agent

cd $AGENTS_PATH/crm-import

# Auto-detect table type
python3 crm-import_agent.py sales/crm/_staging/incoming/new_people.csv

# Or specify explicitly
python3 crm-import_agent.py data.csv --table companies

Modes:

  • --dry-run -- validation without git commit
  • --validate-only -- schema validation only
  • --show-duplicates -- show potential duplicates

Step 2: The agent will perform

  1. Schema validation (required fields, ID format, enums)
  2. Deduplication check (exact + fuzzy matching)
  3. Foreign key validation
  4. Business rules check
  5. ID generation (if missing)
  6. Git branch creation + commit
  7. Telegram notification

Step 3: You will receive a Telegram message

CRM Import Ready for Review

Table: people
New records: 5
Branch: crm-import-people-new_people-2026-02-12
Commit: a1b2c3d4

Next steps:
1. Review changes: git diff main..crm-import-people-new_people-2026-02-12
2. Approve: gh pr create (then merge)
3. Reject: git branch -D crm-import-people-new_people-2026-02-12

Step 4: Review changes

cd $PROJECT_ROOT
git diff main..crm-import-people-new_people-2026-02-12

Step 5: Approve or Reject

Approve:

gh pr create --base main --head crm-import-people-new_people-2026-02-12 \
  --title "Import new people records" \
  --body "Importing 5 new people from staging"

# Merge PR
gh pr merge --merge

Reject:

git branch -D crm-import-people-new_people-2026-02-12

Output

  • Git branch with new records
  • Validation report (if there are issues)
  • Telegram notification with summary
  • Console log with details

Validation Rules

Critical (stops the import)

  • Missing required fields
  • Invalid ID format
  • Invalid enum values
  • Foreign key violations

High (flagged for review)

  • Potential duplicates (fuzzy match)
  • Business rule violations (e.g., person without email AND phone)

Info (log only)

  • Auto-generated IDs
  • Auto-set timestamps
  • Skipped exact duplicates

ID Generation

If ID is missing, the agent generates it automatically:

| Table | Format | Example | |-------|--------|---------| | companies | comp-{slug} | comp-acme-corp | | people | p-{company-slug}-{N} | p-acme-001 | | clients | cli-{company-slug}-{N} | cli-acme-001 | | partners | ptnr-{company-slug}-{N} | ptnr-acme-001 | | leads | lead-{company-slug}-{N} | lead-acme-001 | | deals | deal-{company-slug}-{N} | deal-acme-001 | | products | prod-{slug} | prod-labeling | | activities | act-{N} | act-042 |

Deduplication

Exact match (skip):

  • Primary key match
  • Email match (people)
  • Website match (companies)
  • LinkedIn URL match

Fuzzy match (review):

  • People: similar name + same company
  • Companies: similar name (ignoring Inc/Ltd/etc)

Examples

Example 1: Import new people

# Create staging file
cat > sales/crm/_staging/incoming/new_people.csv << EOF
person_id,first_name,last_name,email,company_id,role,created_date,last_updated
,John,Smith,john@example.com,comp-acme,Engineer,,
,Jane,Doe,jane@example.com,comp-acme,Manager,,
EOF

# Import
python3 crm-import_agent.py sales/crm/_staging/incoming/new_people.csv

# Result:
# - ID: p-acme-001, p-acme-002
# - Branch: crm-import-people-new_people-2026-02-12
# - Telegram notification

Example 2: Dry-run before import

# Verify without commit
python3 crm-import_agent.py data.csv --dry-run

# If OK -> run
python3 crm-import_agent.py data.csv

Example 3: Show duplicates

python3 crm-import_agent.py data.csv --show-duplicates

Rollback

If you need to revert:

# Find merge commit
git log --oneline --grep="Import.*records"

# Revert
git revert <commit-sha>

Staging Directory

sales/crm/_staging/
├── incoming/     # New files for import
├── review/       # Duplicate review reports
└── archive/      # Processed files

Errors

"Cannot auto-detect table type"

-> Add --table people

"Foreign key violation"

-> Import the parent record first (e.g., company before people)

"Critical schema issues"

-> Fix required fields, ID format, enum values in the CSV

"Git commit failed"

-> Check git status, the working directory may be dirty

Related skills

  • change-review -- called automatically by the agent
  • git-workflow -- for PR creation and merge

Dependencies

  • Python 3.8+
  • pandas, pyyaml
  • git, gh CLI
  • tg-tools (Telegram)

Limitations

  • CSV only (no Google Sheets support yet)
  • Insert only (no updating existing records)
  • One table at a time
  • Synchronous processing (for <1000 records)

Future improvements

  • Google Sheets integration
  • Bulk update mode
  • Multi-table import (denormalized -> normalized)
  • Auto-scheduling (watch directory)
  • ML fuzzy matching