Importing contacts

Bulk import contacts from a spreadsheet.

Load many contacts at once using the import tool — the same upload → map → review flow used across the CRM.

Steps

On the Contacts page open the import tool.
Upload your CSV or Excel file.
Map each column to a contact field; required fields must be mapped.
Set import options (such as updating existing records and skipping empty/error rows), then run the import.
Review the results summary.

Include a column for the company/account name so imported contacts link to the right organization.