Daily Workflows

Import Contacts from CSV

Summary

Upload and map CSV contact data so outreach starts with clean, usable records.

Steps

  1. Open Contacts Import and upload your CSV file.
  2. Map CSV columns to contact fields before confirming.
  3. Review skipped rows in preview, then finalize import.

Expected Result

Contacts import with mapped fields and are ready for campaigns and follow-up.

Screenshots

Visual reference aligned to each step with desktop and mobile variants.

Step 1

Desktop screenshot for Import Contacts from CSV: Open Contacts Import and upload your CSV file.
desktop Open Contacts Import and upload your CSV file.
Mobile screenshot for Import Contacts from CSV: Open Contacts Import and upload your CSV file.
mobile Open Contacts Import and upload your CSV file.

Step 2

Desktop screenshot for Import Contacts from CSV: Map CSV columns to contact fields before confirming.
desktop Map CSV columns to contact fields before confirming.
Mobile screenshot for Import Contacts from CSV: Map CSV columns to contact fields before confirming.
mobile Map CSV columns to contact fields before confirming.

Troubleshooting

  • If rows are skipped, check required fields and email formatting.
  • If mapping is wrong, restart import and remap columns.

Tips & Tricks

  • Normalize CSV headers before upload for faster mapping.
  • Keep a backup export before large imports.