Import Contacts
Upload a CSV file to add or update contacts in bulk.
Overview
The Import Contacts dialog walks you through uploading a CSV, mapping columns to fields, and reviewing the import before it runs.
Start an import
Go to Contacts
Go to Contacts.
Open the import dialog
Click Add Contacts and select Import Contacts.
Upload a CSV file
Drag and drop your file, or click Select CSV File.
Map columns
Match each CSV Header to a contact field using Map To Field. Choose Do not import for columns you want to skip.
Review and start
Check the preview counts, choose whether to update existing matches, optionally apply tags/lists for this run, then click Start Import.
CSV format guidelines
- The first row must contain column headers.
- Each row represents a single contact.
- Use commas to separate values; quote any value that includes a comma (example:
"Last, First"). - Required fields: Email or Name.
The upload step includes quick references for CSV Format, Date Format, Phone Format, and Checkbox Fields.
Mapping and custom fields
The mapper auto-detects common headers (Name, Email, Phone, Company). You can override any mapping and search available fields. Custom fields are available in the mapping list.
If you map the same field more than once, the dialog highlights the duplicates and notes that later columns may override earlier ones.
Existing contacts
If an imported row matches an existing contact (usually by email), the import updates that contact instead of creating a duplicate.
You can turn off Update existing contacts during preview to skip existing matches for that run.
Apply tags and lists during import
In the preview step, you can select tags and lists to add to every contact that is actually imported in that run.
Import progress
After you click Start Import, the dialog shows Import Progress. The import continues in the background, so you can close the dialog and keep working.
Was this helpful?