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TutorialsContacts & Scheduling

Importing Contacts

Bring a spreadsheet of contacts in as a CSV.

Bring a spreadsheet of contacts in as a CSV.

Steps

Import Contacts

If your contacts already live in a spreadsheet, importing them takes a couple of minutes. Save it as a CSV first.

Start from the template

If you're not sure how the file should look, download the template. It has the right column headers and one example row to copy.

Drop the file in

Drag your CSV onto the page, or click to browse for it. Your columns don't have to match ours — that comes next.

Match your columns

Once the file's in, we match what we can and show you the rest. Point each of your columns at the right field, leave out anything you don't need, and make sure at least one column identifies the person — a name, an email, or a phone number.

Check, then import

You'll see how many rows are ready and how many will be skipped, with a downloadable list of the problem rows. Import brings the rest in as one list, ready for a campaign.

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