How To Import and Export Contacts

Importing a comprehensive contact list is a cornerstone of effective database management. When done correctly, it ensures your contacts are organized with the best data, facilitating more efficient business operations.

IMPORTANT:If you're not an Admin User, you won't have the ability to import/export contacts. You can adjust your User Settings by visiting: Settings > My Staff > Team Management.

What You'll Need:

A .csv file with the contacts you want to import

Step 1: Prepare Your .csv File

Row 1 of the file should have essential headers such as ‘first name’, ‘last name’, ‘email’, ‘phone’, ‘additional phones’, ‘tag’, and so forth.
When adding multiple phone numbers for a single contact, list them in the "additional phones" column. This feature allows you to manage multiple phone numbers seamlessly.

Step 2: Import Your Contacts

Two options exist for adding contacts:

Manually create a contact by clicking the “+” sign in the top left corner.
Or, use the import icon (an upward-pointing arrow) to introduce contacts via your .csv file. Choosing “Import Contacts” lets you batch-import, which is both time-efficient and effective.

If the Import/Export icons are not visible, ensure that a user profile has been created under Settings --> Team Management. Need help? Please Contact Support.
Upon selecting 'Import Contacts':

Click “Upload a file” or use drag-and-drop.

Map fields to specify how the data will fit into ’s fields.
- A green check indicates a ready-to-import field.
- "Column Header From File" denotes which .csv column gets imported.
- "Contact Fields" indicates the target field in . Most general fields are automatically recognized. Manual mapping might be necessary for custom fields or unconventional headers.
- The "Additional Phones" column can be mapped for importing multiple phone numbers. Separate them using commas, slashes, or semicolons alongside the primary “Phone” number column.
- For multiple emails, separate them and map them to the "Additional Emails" field.

Proceed to tab 3:

Assign an import name or let default to a date-time format.
Opt to create a “Smart List” for these contacts, if desired.
Under the “Advanced” tab, you can:
- Decide on a strategy for duplicates.
- Add tags or decide the criteria for identifying duplicates.
- Activate the “Add to Workflow/Campaign” option if needed.
- Validate emails (charges might apply).
Finalize by clicking 'Submit'.

Step 3: Validate the Import

Refresh the Contacts page.
Navigate to Contacts > Bulk Actions to verify the import's status and details.

NOTES:

Every contact record should have at least one phone number or email address for a successful import. Just listing names won’t work.