Import contacts through CSV/Excel file

  1. Go to Settings -> Import contacts

  2. Import contacts history will be visible with details.

  3. Click on Import contact button which is present in top right corner.

  4. You will get an option to upload your csv or excel file. You can take reference from sample file to create your own csv or excel file.

  5. Once you have uploaded your file, click on Next button. You would be then directed to file mapping page.

  6. On mapping page you can map file columns with contact system fields such as name, email, phone etc. Leads custom fields would also be available for mapping.

  7. There is option to Ignore this column which can be used if you don't want to map any of the file column.

  8. Once mapping is done you can click on Next button. You would be then directed to preview page.

  9. On preview page you would be able to see first three file records as contacts. You can verify the details and check if mapping is done correctly.

  10. After verification you can select configuration for duplicate contact detection. Below are the options

    1. Detect automatically: Name, email and phone fields would be consider to determine if contact is duplicate.

    2. Select a field: You can add your field which can be used for determining contact duplication.

  11. After selecting duplication detection configuration you can now select from below action which needs to be done on getting a duplicate contact.

    1. Merge

    2. Skip

    3. Create

  12. You can now proceed by clicking on Start import button. Import would be then initiated.

  13. You can then check Import contacts history page to get the status of import.

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