Import Contacts with a CSV File

You can upload multiple contacts at once using a CSV file. This saves time and keeps your records consistent.

Before You Start

• Make sure your file includes column headers (for example: Name, Fax Number, Email).
• Check that fields such as Name and Fax Number are filled in. Rows with missing information will not be imported.

Upload and Import

1. Go to Contacts.

2. Select Add > Upload CSV.

   

3. Upload your CSV file.

   

4. Match each column from your file to a system label (for example: Name → Name, Fax → Fax Number).

   

5. Confirm.

After Import

• All valid contacts will appear in your Contacts list.
• Any rows with missing required fields will be skipped.
• If the import is successful, you’ll receive an email confirmation.
• If the import is partially successful, you’ll receive an email with an attached file showing which information could not be processed. You can correct those errors and re-upload the file.

• Edit or update contact details at any time. From the Contacts list, hover over a contact and select Manage details.

  
  

If you run into issues importing your file, check for missing headers, incorrect formats, or duplicate entries. For more support, reach out to our team at help@sigmamd.com.