Import Contacts

Bulk-add or update contacts from a CSV or Excel file.

Last updated September 11, 2026

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Overview

Import lets you add or update many contacts at once from a CSV or Excel file, instead of adding them one at a time.

Before you begin

Prepare a CSV or Excel (.xlsx/.xls) file — download the CSV Sample or Excel Sample from the Import dialog if you're not sure of the format.
Every row needs at least a phone number — that's what contacts are matched on.

Open Import → Choose your file → Review your import options → Import.

Open Import

From the left navigation, click Contacts, then click Import.

Choose your file

Upload a file

Click Choose File and select a CSV or Excel file matching the sample format.

Confirm the file was accepted

Once selected, the file name appears in the upload area.

Review your import options

Update existing contacts — overwrites only the columns your file fills in for a matching contact; blank cells keep their current value. Uncheck to leave existing contacts untouched.
Create contacts that don't exist — uncheck for an update-only import, where rows with an unknown number are skipped.
Assign these contacts to — hands every contact in the file, new and updated, to the selected person.
Set contact status to — applies a status to every contact in the file.

Import

Review the file format, then import

Scroll down to confirm your file matches the expected column order, then click Import.

Before you click Import

Clicking Import adds or updates real contact records in your account right away, based on the options above — there is no confirmation step after this.

Expected result

Each row in your file becomes a new contact, or updates a matching existing one, depending on the two toggles above.

File format

Column	Required	Notes
first_name, last_name	Optional
phone	Required	Contacts are matched by phone, in any format — +91 98765 43210 and 9876543210 are treated as the same contact.
email	Optional
group_name	Optional	Put several groups in one cell separated by commas. A group that doesn't exist yet is created automatically.
street, city, state, zip_code, country	Optional
date_of_birth, anniversary	Optional	Accepts almost any date format (e.g. 15/05/1990, 1990-05-15, "Jan 3 1992") and converts it automatically. Columns named dob, birthday, or birthdate are also accepted.

Custom fields

Your account's own custom fields can be imported too — add a column named for the field (for example company_details, test_number, leadid, leadtype).

Troubleshooting

Make sure "Create contacts that don't exist" is checked before importing.