You can quickly import contacts or leads in bulk using a CSV file.
1: Upload the File #
- Go to Contacts > Import (top right).
- (Optional) Download the Example CSV File Headers.
- Drag and drop or click to upload your CSV file.
- Choose your import type from the dropdown.
- Click Upload File.
2: Field Mapping #
- Choose your Opt-In Status.
- Set the Contact Duplication Rule:
- Match by Email – If the email exists, the contact won’t be added again.
- Match by Phone Number – If the phone number exists, the contact won’t be added again.
- Match by Email or Phone Number – If either matches, the contact is skipped.
- Match by Email and Phone Number – Only skip if both match.
- No Match, Create New Leads – Every contact is added as new, even if duplicates exist.
- Map your CSV columns to the system fields.
- Click Submit to start the upload.
The file will begin processing and may take some time based on the number of contacts.
