Quickly add multiple contacts at once by uploading a CSV file. This is perfect for migrating from another system or adding contacts in bulk.
How to Import
- Go to People→ Contacts and click Import
- Drag and drop your CSV file (or click Choose File)
- Map your CSV columns to contact fields - we'll auto-detect common matches like "Name" and "Email"
- Preview your contacts and click Import Contacts
Tips for Successful Imports
- Download our template – Click "Download Template CSV" for a pre-formatted file with all available fields, including any custom fields you have added.
- Maximum 3,000 contacts per import
- Required field: Each contact needs a Name
- Contact types: Use "person" or "company" in the contact_type column
- Duplicates: Contacts with the same name and/or email will be skipped
After Import
You'll see a summary showing how many contacts were imported successfully. If any failed, download the error report to see what needs to be fixed.