Importing 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.
• For Organizations, have a column for the Group Contact Name. All rows with the same name in this column will be merged into a single group, sharing a single fax number. Leave blank for contacts with a unique fax number.

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).

   Note: If the address lacks the necessary columns to match in the CSV import, it’s better not to include it.

   

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 help, contact our support team.