Importing Contacts from CSV

What this does

Import multiple contacts at once from a CSV file instead of adding them one by one.

When to use it

Use CSV import when migrating from another CRM, importing a mailing list, or adding a batch of new leads.

Step by step

1. Go to Contacts in the main menu
2. Click the Import button
3. Download the CSV template if you need the correct column format
4. Upload your CSV file
5. Map your CSV columns to CRM fields:
   • Name (required)
   • Email (required)
   • Type (required)
   • Phone, Company, Job Title, Address (optional)
6. Review the preview to check the data looks correct
7. Click Import

Tips

• Clean your CSV before importing — remove duplicates and fix formatting
• The importer will skip rows with missing required fields and show you which were skipped
• Contacts are created with the type you map, so make sure your CSV uses valid type values
• You can import up to 5,000 contacts at a time