Import contacts from a CSV file
Bulk-add contacts by uploading a CSV through the AI assistant.
Last updated September 20, 2026
You can add many contacts at once from a CSV file. Importing is done through the AI assistant — there is no Import button on the Contacts page.
Import your file
- In the ask bar at the bottom of the page, type Import contacts from a CSV and press Enter.
- In the Import Contacts from CSV panel, click to select your .csv file or drag and drop it.
- Review the preview. Each row is marked Ready or Invalid, and the summary shows Total Contacts, Ready to Import, Will Be Skipped, and Accounts.
- Click Import Contacts. Invalid rows are skipped.
- When you see Import Complete, review what was imported and skipped, then click View Contacts or Done.
File format
The first row must be a header row. Column order does not matter, and header names are matched flexibly.
| Field | Required | Recognized headers |
|---|---|---|
| First name | Yes | firstName, first_name, First Name |
| Last name | Yes | lastName, last_name, Last Name |
| Yes | Any header containing "email" | |
| Phone | No | Any header containing "phone" |
| Title | No | title, jobTitle, job_title |
| Account | No | Any header containing "account", "company", or "organization" |
| LinkedIn / Twitter | No | Any header containing "linkedin" or "twitter" |
How rows are handled
- Missing required fields — a row without first name, last name, or email is skipped.
- Invalid email — a row whose email has no @ is skipped.
- Duplicates — a contact is skipped when a contact with the same email already exists (upper and lower case are ignored). Duplicate emails inside the same file are also skipped after the first one.
- Accounts — when a row has an account name that matches an existing account, the contact is linked to it. If there is no match, a new account with that name is created and listed under New Accounts Created.
There is no row limit, but large files take longer because contacts are added one at a time. If something fails part-way, the contacts imported up to that point are kept — check the results screen to see which rows were skipped and why.
Troubleshooting
| Message | Fix |
|---|---|
| No valid contacts found in the CSV file | Make sure the file has a header row plus at least one data row, and that the first name, last name, and email columns are present. |
| Contact with this email already exists | That person is already in the CRM. No action needed. |
| Missing required fields | Fill in first name, last name, and email for that row and import again. |