Importing contacts from a CSV

Go to Import in the sidebar, then follow these steps.

1. Upload your CSV file. You can select several CSV files at once if they share the same columns; they import together as one batch (files with different columns are skipped with a message, so import those separately).
2. Map each column in your file to a contact field (name, email, company, phone, title, and so on). Columns you do not map are skipped.
3. Run the import.
4. Review the summary of how many contacts were added and how many duplicates were skipped.

Duplicates are detected automatically by email address and by normalised company name, so re-running an import to add new rows will not create duplicates of people already in your list. Imported contacts are private to your workspace and are never added to the shared prospect database.

After the import, the Quick Actions panel lets you organise everything from that file in one click: assign to a team member, tag to a campaign, or add to a list. Campaign and list actions cover the whole file including rows that were already in your CRM. Assigning covers the new contacts by default; tick "Also reassign the contacts already in your CRM" to hand 100% of the file (including duplicates) to that person, for example when the list belongs to them. Tip: if you need to assign a file you imported earlier, just import the same file again; everything will be detected as already in your CRM and you can assign it all from the summary.