Help

Contacts

Import contacts from a spreadsheet

Bring a CSV list into the CRM: match the columns, check the analysis and import without duplicating anyone.

1 min read

You can bring in a list of contacts from a spreadsheet, such as an export from another system.

Prepare the file

Save the spreadsheet as CSV (or TSV). For a starting point, select Download CSV template: it already has the right columns.

Import

  1. In Contacts and CRM, select Import contacts.
  2. Drag the file onto the drop area or browse your computer.
  3. Under Check the columns, match each CRM field to a spreadsheet column. Name is required.
  4. Select Analyze. The analysis shows how many contacts are new, how many already exist and which have problems, without saving anything.
  5. Choose what to do with existing people: keep them as they are or Update existing.
  6. Select Review and import.

After the import

The summary shows what was created, updated and skipped, with the reason for each skipped row (an invalid phone number, for example). Fix the spreadsheet and import just those rows again if needed.