Importing Contacts via CSV

CSV Import

Bulk import contacts from any spreadsheet by exporting it as a CSV file.

How to Import

1. Go to Import CSV from the sidebar
2. Click Choose File and select your CSV file
3. Click Upload & Preview
4. The system will auto-match your CSV columns to contact fields
5. Review the mapping and adjust if needed
6. Click Import to create the contacts

Supported Fields

The import system recognizes these fields automatically:

• First Name, Last Name, Email, Phone, Mobile
• Company, Job Title, LinkedIn
• Address, Lead Source, Notes

Quick Add Form

Below the CSV upload, there's a Quick Add form for adding individual contacts with email, phone, and lead source without navigating away.

Tips

• Make sure your CSV has a header row
• The system handles duplicates — it won't create contacts with the same email
• After import, check the Duplicates page to merge any that slipped through