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Contacts Import Guide

Learn how to bulk import contacts into your CRM

📥 How to Import

  1. Download the contacts CSV template below
  2. Open the CSV file in Excel or Google Sheets
  3. Fill in your contact data following the format guide
  4. Navigate to Dashboard → Contacts
  5. Click the "Import" button in the toolbar
  6. Select your completed CSV file
  7. Map CSV columns to contact fields if needed
  8. Review the preview and click "Confirm Import"

📝 CSV Format

The CSV file should contain the following columns:

first_name,last_name,email,phone,title,company_name,is_primary
  • first_name: Contact's first name (required)
  • last_name: Contact's last name (required)
  • email: Email address (required, must be valid format)
  • phone: Phone number (any format, will be normalized)
  • title: Job title (e.g., "Marketing Manager", "CEO")
  • company_name: Associated company name (must exist in CRM)
  • is_primary: Set to "true" if this is the primary contact for the company

📋 Example Data

Here's an example of properly formatted contact data:

first_name,last_name,email,phone,title,company_name,is_primary
John,Smith,john@acmecorp.com,(555) 123-4567,CEO,Acme Corporation,true
Sarah,Johnson,sarah@acmecorp.com,(555) 234-5678,Marketing Director,Acme Corporation,false
Mike,Williams,mike@techstart.io,555.345.6789,Founder,TechStart Inc,true
Emily,Brown,emily@designco.com,5554567890,Creative Director,Design Co,true

🔗 Company Matching

Contacts are linked to companies by name. Important notes:

  • • Import companies first - Companies must exist before importing contacts
  • • Exact name matching - Company names are matched case-insensitively
  • • No company found? - Contact will be created without a company link
  • • Manual linking - You can link contacts to companies after import
  • • Primary contacts - Only one contact per company should be marked as primary

📱 Optional Fields

You can also include these optional columns:

mobile_phone,work_phone,address,city,state,zip,country,notes,linkedin_url,tags
  • mobile_phone: Mobile/cell phone number
  • work_phone: Work/office phone number
  • address: Street address
  • city, state, zip, country: Location details
  • notes: Any additional notes about the contact
  • linkedin_url: Full LinkedIn profile URL
  • tags: Comma-separated tags (e.g., "vip,decision-maker")

⚠️ Common Issues & Solutions

Duplicate emails

Each email must be unique. Remove duplicates before importing.

Invalid email format

Ensure all emails follow the format: name@domain.com

Company not found

Import companies first, or leave company_name blank to add later.

Special characters in names

Wrap fields with commas or quotes in double quotes: "O'Brien, Jr."

💡 Pro Tips

  • • Start small - Test with 5-10 contacts first
  • • Clean your data - Remove duplicates and fix formatting issues
  • • Standardize phone numbers - Use consistent format like (555) 123-4567
  • • Verify emails - Invalid emails will cause delivery issues
  • • Use tags - Tag contacts for easy filtering later
  • • Back up first - Export existing contacts before large imports
  • • Check the preview - Always review before confirming import
Download Contacts CSV Template