Importing Contacts

Learn how to import contacts.

Updated: April 02, 2025

1. Navigate to the Contacts tab.
2. In the icon menu, click on the import contacts button.   
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3. Select the objects you are trying to import
   1. Contacts and/or opportunities
   2. Select Next
4. Upload your .csv file. 
   1. Choose how to import your contacts via 3 selections
      1. Create contacts
      2. Create and update contacts
      3. Update contacts
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5. Map your file to the contact field properties.  Once completed, click Next to continue.
   
   1. Checking the "Don't update Empty Values" checkbox will not update any field if the imported file has empty values.
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   3. Select Next
6. Verify and confirm your import selection
   1. Here, you have the opportunity to generate a new smart list based on the records you are about to import.
   2. You have the option to add these contacts directly into a workflow and
   3. the ability to add tags to these records.
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7. Once verified,  be sure to mark the checkbox "I confirm all contacts in this import have consented to hear from us. I've previously contacted them within the last past year, and this list is not from a third party." at the bottom of the screen.

• • Click Start Bulk Import to finalize the upload.

Reviewing your contact import success

1. Once you've selected "Start Bulk Import", you'll automatically be redirected to the Contacts section
2. Now, select Bulk Actions from the top menu, and you should see your latest import
3. Select Show Stats
4. See your success and eror rate and make the necessary adjustments to the errored records before importing.
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