Contacts can be added in bulk by uploading a CSV file, instead of creating them one by one.
How to access
Go to Contacts and click Import.
Preparing the file
Download the example CSV from the import dialog to see the expected format. The file must include these columns:
firstName
lastName
email
Optional columns:
company
jobTitle
phoneNumber
linkedinUrl
dealUrl
lifecycleStage (one of: Lead, Marketing qualified lead, Sales qualified lead, Opportunity, Customer, Other)
Specifications
Maximum 500 rows per import
File must be comma-separated. If exporting from Excel, choose "CSV UTF-8 (Comma delimited)" so accented characters stay correct.
Each row needs a valid first name, last name, and email address
Duplicates
A row is skipped if a contact with the same email already exists in the organization. If a contact was previously deleted, importing it again restores the existing record instead of creating a new one.
After importing
A summary shows how many contacts were imported successfully and how many failed, with the reason for each failed row: missing fields, invalid email, or duplicate.
Tips
Fix failed rows and re-upload just those rows instead of the whole file.
Use the lifecycleStage column to pre-sort new contacts into sales stages on import.