Import your contacts

What you can upload

CSV and vCard (.vcf) files work on every plan. Excel (.xlsx) and ZIP archives need the Basic or Premier plan. Files can be up to 10 MB.

See also the Excel template and phone contacts.

The steps

1. Upload. The file is read and held for review. Nothing is added yet.
2. Map. Columns are matched automatically. Change any match, or choose Don't import.
3. Quality. See what was noticed, such as missing names, invalid emails or likely businesses.
4. Duplicates. People are checked against your workspace and within the file. A name alone never merges automatically.
5. Preview. Focus a row to adjust priority and warmth with the keyboard.
6. Dry run. See exactly how many will be added, merged and skipped.
7. Confirm. Merges fill in blanks only; they don't overwrite what you already have.

Undo an import

Open the import under Recent imports and undo it. People it added are removed, or archived if you have already logged history with them. Details it added to existing people are removed too.

People you archived

If a file matches someone you archived, they go to review, so people you removed aren't silently restored.

What to do next

Start Rapid Triage to sort the new people quickly.