Import Contacts

Use contact import to load many contacts from a CSV file. Access: Open Contacts, click Add Contacts, then choose Import CSV.

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Use Import When

• you already have contact lists in a spreadsheet or CRM export
• you need to load many contacts faster than manual entry
• you want campaign-ready lists with names, phone numbers, and tags

For a small number of records, manual entry is usually faster. Use import when you are moving a list into the platform.

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File Requirements

Common optional columns:

• firstName
• first_name
• lastName
• last_name
• email
• tags

For tags, separate multiple values with | (for example vip|sales|us). The importer also recognizes common phone header aliases such as phone, phone_number, and phoneNumber. There is no separate mapping step, so keep headers close to the supported names before uploading.

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Before You Upload

Clean the CSV first so the import goes smoothly:

• keep one contact per row
• make sure phone numbers are in a consistent international format
• remove columns you do not need
• use simple, stable tag values
• check that the header row is present

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Import Flow

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Import History

Import history tracks each job with status and progress:

• Pending
• In Progress
• Completed
• Failed

When error reports are available, you can download per-job error CSV output.

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Notes

• Very large files are surfaced during preview so you can split before importing.
• The platform matches existing contacts by phone number, updates name and email fields when present, and applies tags from the import.

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What To Do After Import

After the job completes:

1. Open Contacts and spot-check a few records
2. Verify tags and phone numbers look correct
3. Add the imported contacts to a campaign if needed
4. Download the error CSV if some rows failed validation

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Next Steps