Importing Contacts
You can bulk-import contacts from a CSV file instead of adding them one by one.
Preparing your CSV
Section titled “Preparing your CSV”Your CSV file should have these columns:
| Column | Required | Example |
|---|---|---|
name | Yes | Jane Smith |
email | Yes | jane@example.com |
phone | No | +353 1 234 5678 |
company | No | Acme Ltd |
notes | No | Met at conference |
The first row must be the header row with these exact column names.
Importing
Section titled “Importing”- Go to Contacts
- Click the Import button (next to New Contact)
- Select your CSV file (max 5 MB)
- Choose the import mode:
- Skip duplicates — contacts with an email that already exists are skipped
- Update existing — contacts with a matching email are updated with the new data
- Click Import
After importing
Section titled “After importing”You’ll see a summary showing:
- How many contacts were created
- How many were updated (if using update mode)
- How many were skipped (duplicates or errors)
- Any errors (e.g., missing email, invalid format)
- Export your contacts first (as a backup) before doing a large import
- If you’re coming from another CRM, export as CSV from there and match the column names
- Email is used as the unique identifier for duplicate detection