Importing Contacts from CSV

  • Go to Contacts
  • Click the Import button in the top-right corner
  • Upload your CSV file
  • Indicate if your spreadsheet has labels as the first row
  • Map the columns you want to import, or ignore them
  • Preview some rows by clicking next and previous
  • Click Next
  • Fix any import errors and check warnings
  • Click Start import
  • You'll get a confirmation email when the importing is done

Which fields can I import?

When importing Contacts from spreadsheet, you can import the following fields.

  • Name (required at least 3 characters)
  • Email (required)
  • Custom fields you've set up

Importing and updating existing contacts via CSV

You can also import a CSV file that was generated by CHEQROOM, back into the software. To update your existing contacts, make sure the Id field is mapped to the right column in Step 2.

Related articles:

Did this answer your question?