How To Import Contacts In Crm

What this does

This guide explains the contact import flow in CRM.

Use it when a batch of contacts should be brought into CRM from a CSV or TSV file instead of being created one at a time.

Before you start

• The file should already exist in CSV or TSV format.
• Imports work better when the account structure is already reasonably clear.

Steps

1. Open CRM.
2. Go to Contacts.
3. Click Import.
4. Upload the CSV or TSV file.
5. Click Create Import Session.
6. Review the mapping step.
7. Click Preview Import to inspect the incoming rows.
8. Use Back To Mapping if the preview shows the wrong field alignment.
9. Click Import when the preview looks correct.
10. Use Open Report if you need the detailed import result.
11. Click Done when the import flow is complete.

Common mistakes

• importing before the contact/account structure is consistent enough to receive the data cleanly
• trusting the preview without checking field mapping carefully
• assuming the import report is optional when the batch may contain rejects or mismatches

What to do next

After import, review a few of the created contacts and their addresses to make sure the data landed where you expected.

Related guides

• CRM: How to manage contacts in CRM
• CRM: How to manage accounts in CRM