Importing Contacts via CSV

If you have a large list of contacts from another system, you can easily import them using a CSV file.

Preparing your CSV

Ensure your CSV has clear headers, such as:

• First Name
• Last Name
• Email Address
• Phone Number

Import Process

1. Go to the Contacts module.
2. Click Import/Export and select Import CSV.
3. Upload your CSV file from your computer.
4. Map the columns from your file to our standard contact fields.
5. Review the mapping and click Confirm Import.

Depending on the size of the file, the import may take a few moments. You will receive an email notification when it finishes.