Overview
Importing and exporting Contacts with a single CSV file helps you bulk add new records or update existing ones without manual entry. This guide covers file requirements, the import flow, common errors, and how to export your Contacts.
Importing Contacts from a CSV File
Key features and benefits
- Simultaneous import: Import all your Contacts in one process.
- Automatic contact de-duplication: De-duplication settings are applied automatically to prevent duplicate entries.
- Multiple email and phone number support: Import Contacts with multiple email addresses and phone numbers.
- Real-time monitoring: Track the status of your imports with progress reports and error logs.
<aside>
Permission note: Only admins have permission to import files into the system.
</aside>
Use this Sample File for importing or updating contacts.
Prepare your data
Supported file type
File preparation requirements
- Sheet: Only one sheet should be included.
- File size: Must be less than 30 MB.
- Headers: Include a header row with at least one column corresponding to a standard or custom field in the system. Create any needed custom fields before the first import.