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 the 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.
