CSV import for contacts

CSV import handles up to 100,000 rows per file. For larger sets, split into multiple files or use the API.

1. 1
   Prep your CSV

   UTF-8 encoding. One row per contact. First row is headers.
2. 2
   Create custom fields first

   Any column that is not a standard field needs a matching custom field, or it will be skipped.
3. 3
   Contacts → Import

   Upload the file.
4. 4
   Map columns

   Match each CSV column to a contact field. Preview shows 5 rows so you can spot misalignment.
5. 5
   Pick duplicate handling

   Skip, update existing, or always create new.
6. 6
   Tag the batch

   Add a tag like csv-april-2026 so you can find or undo this import later.
7. 7
   Start import

   Progress shows in the top bar. You will get an email when it finishes, with any failed-row details.