Bulk Import

Import multiple contacts from a CSV file.

Preparing Your CSV File

Your CSV file should include:

• Name (Required) - Contact name
• Email (Optional) - Email address
• Phone (Optional) - Phone number
• Status (Optional) - Contact status
• Tags (Optional) - Comma-separated tags
• Notes (Optional) - Notes about contact

Importing Contacts

1. Navigate to People & CRM > Bulk Import
2. Click Choose File or Upload CSV
3. Select your CSV file
4. Review the preview
5. Map columns if needed
6. Click Import

What you'll see: A preview of contacts to be imported. You can review and adjust before importing.

Import Options

• Skip duplicates - Skip contacts that already exist
• Update existing - Update existing contacts with new data
• Create new only - Only create new contacts

After Import

• Review import results
• Check for errors
• Contacts appear in the contact list
• Tags are automatically created if they don't exist

Troubleshooting

Import fails:

• Check CSV format
• Ensure required columns are present
• Check file encoding (UTF-8 recommended)
• Verify data format matches expected types

Some contacts not imported:

• Check for duplicate emails
• Verify required fields are filled
• Review error messages

Related Guides

• Managing Contacts
• Progression Stages