You just uploaded a CSV of clients, matched the rows to Pulse contacts, and now every contact has extra columns sitting on it — account numbers, home values, portal URLs, purchase dates. Those values shouldn't just live in a one-off import. CSV SmartFields turn each CSV column into a real, reusable SmartField — typed, formatted, and ready to drop into any document, template, or outreach email like a CRM-backed field.

Once you've uploaded a CSV and matched its rows in Contact Mapping, click Create SmartFields at the top of the CSV detail view. (You can also start from Settings → SmartFields → Create from CSV if you'd rather work from the SmartFields list.)

The Create CSV SmartFields modal lists every column from the CSV with a preview of its values. Pulse auto-detects each column's type — currency-like numbers become Number with Currency format, dates become Date, URLs become URL, everything else falls back to Text. Each row gets a default SMARTFIELD NAME prefixed by the CSV filename (e.g. home: home_value) so you can tell at a glance which upload it came from.

Uncheck any column you don't want to create. Edit the SmartField name inline if the auto-generated label isn't what you want to see in templates.

Open the TYPE dropdown on any row to switch between Text, Number, Date, and URL. Useful when a column of inconsistent dates lands as Text by default, or when you want a free-form number column treated as plain text.

For Number columns, the NUMBER FORMAT dropdown offers None, Percent, Currency, Accounting, and Financial — the same formats already used elsewhere in Pulse. Pick the one that matches how the value should read in a client-facing document, then dial in the Decimals stepper.

After you click Create SmartFields, the new fields show up in Settings → SmartFields alongside your existing ones. They use the same type icons as native SmartFields — a Number CSV field looks like any other Number field — and the filename prefix in the label keeps them grouped together when you sort A→Z.

Filter by CSV Upload in the type filter to see only CSV-backed SmartFields across every upload — handy when you want to audit what you've created or find one to insert.

CSV SmartFields resolve through the same paths as every other SmartField: Autofill in documents, the SmartField popup when you edit a field's value inline, the Multi-Contact Wizard, and outreach campaigns. When the matched contact appears in a document, the value from the CSV column shows up — formatted exactly as you set it up.

Re-uploading next quarter's CSV? In the ACTION column on each row, switch from Create new to a previously created SmartField to point it at the new file. The SmartField keeps its name, type, format, and every document that references it — only the data source switches to the latest upload. No more renaming references across templates.