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, Direct Number, Office Number, title, and so on). Columns you do not map are skipped. A Direct Number is a person's own number, mobiles included; an Office Number is the company's main line. A column that mixes both can go to Office Number, and any mobile in it is still shown as a Direct Number. When a row has both, the Office Number is saved as the contact's number and the Direct Number is added to the contact's notes.
3. Run the import.
4. Review the summary of how many contacts were added and how many duplicates were skipped. Emails from your file show as "Not checked" until you verify them, the same words the Contacts table uses.

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.

After the import, the Quick Actions panel lets you organise everything from that file in one click: tag to a campaign or add to a list, and, for a Super Admin, assign to a team member. Campaign and list actions cover the whole file including rows that were already in your CRM. Tagging works exactly like Add to Campaign: contacts tagged into an active campaign start receiving its sequence, and a draft picks them up when you launch it. Assigning is for the Super Admin only. It 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. Unless you are the Super Admin, the contacts you import are assigned to you. Tip for a Super Admin: to assign a file you imported earlier, import the same file again; everything will be detected as already in your CRM and you can assign it all from the summary.