CRM with CSV import security
CRM with CSV import security checklist
Before you launch a CRM with CSV import, check authz, uploads, abuse, pii and secrets. The rules below are the ones this category most often gets wrong; each one is concrete enough to test.
Last checked
Security: authz
- RLS on workspace_id for every table, an owner-visibility policy for reps, and the role guard on every route; ids are re-verified against the workspace (no IDOR).
Security: uploads
- Import files are size-capped, type-checked by content, parsed as data never executed, and Excel macros and external links are ignored.
Security: abuse
- CSV export neutralises formula-injection cells (=, +, -, @) and import rejects oversized fields.
- Uploads, imports and exports are rate limited per workspace and capped by row limit.
Security: pii
- Erasure removes personal data everywhere including search and audit before/after payloads while keeping the audit row; logs carry ids, not emails.
Security: secrets
- Webhook secrets are stored hashed or encrypted, signatures are HMAC-SHA256 over the raw body, and destination URLs are checked against SSRF.
Compliance notes
- GDPR (applies to EU data subjects): Erasure and export of personal data with the audit history preserved in redacted form; processor agreements for imports of third-party data.
- CAN-SPAM and consent (applies to marketing use): Imported contacts carry a consent source; unsubscribed contacts are never exported to mailers.
Limits that stop abuse and surprise bills
- import rows per workspace day: capped by IMPORT_MAX_ROWS per import and a daily workspace budget.
- webhook deliveries per workspace day: capped; over the cap deliveries queue and are dropped after the attempt cap.
Test it yourself before launch
Forge64 gives every app its own Postgres database and runs a quality gate that flags unauthenticated writes and secrets in client code before you see the app. It does not replace your own testing, and it holds no third-party security certification today.
This is a reference design for the category, not a promise that every item is generated today. Built-ins such as background jobs, file uploads and search are rolling out; email sent from your app is coming soon, so anything here that needs it is something you add yourself for now.
- Sign in as two different users and try to open each other's records by changing the id in the address.
- Submit each form with an empty value, a very long value and a script tag, and check the result.
- Call each write endpoint without signing in and check that it refuses.
FAQ
- What is the biggest security risk in a CRM with CSV import?
- RLS on workspace_id for every table, an owner-visibility policy for reps, and the role guard on every route; ids are re-verified against the workspace (no IDOR).
- Does a CRM with CSV import have compliance obligations?
- GDPR, if you have EU data subjects: Erasure and export of personal data with the audit history preserved in redacted form; processor agreements for imports of third-party data. This is a starting point, not legal advice.
- Will Forge64 certify my app as secure?
- No. Forge64 holds no third-party security certification today and does not certify apps. The checklist is a way to test your own app.
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