How to Import Contact Data via CSV File

How to Import Contact Data via CSV File

Learn how to efficiently upload and map contact information into your CRM system using a CSV template. This guide ensures your data is correctly imported and allows you to monitor the status of your upload process.

CRMEnglish11 stepsUpdated
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System Navigation

1Click this icon.

Click this icon.

2Click "Files Management"

Click "Files Management"

File Upload Configuration

3Click "Upload New File"

Click "Upload New File"

4Click "Select Object:"

Click "Select Object:"

5Click "Contact"

Click "Contact"

6Click "Download Template"

Click "Download Template"

7Click the upload area to select a CSV file

Click the upload area to select a CSV file

Data Processing and Results

8Click "Map File"

Click "Map File"

9Click Got it to confirm the successful upload

Click Got it to confirm the successful upload

10Click "View Status"

Click "View Status"

11Click the results summary to view detailed import status

Click the results summary to view detailed import status