Importing Contacts via CSV
Upload, map, review, and process — with AI contextualization at every step
Before You Begin
- A CSV file with contact data (max 10MB)
- Understanding of your CRM field structure
The CSV import wizard walks you through four steps: uploading your file, mapping columns to CRM fields, reviewing for duplicates, and processing each record with AI contextualization.
Access it from Sales > CRM > Contacts > Import Contacts > CSV Import.
Steps
Upload your CSV
Drag and drop your CSV file (or click to browse). The file must be under 10MB.
Below the upload zone, an Import Context textarea lets you describe where this data comes from and any special handling needed. Example: "These are attendees from the March 2026 SaaS Connect conference. Most are SaaS founders or agency owners. Some may already be in our CRM from previous events."
This context is passed to the AI contextualizer, which uses it to make smarter decisions about how to categorize, tag, and enrich the imported records.
Map fields
The wizard shows a mapping table: each CSV column on the left, a CRM field dropdown on the right. Smart auto-matching attempts to map common headers ("Email" → primary_email, "First Name" → first_name, etc.).
The Email field mapping is required — it is used for duplicate detection. Phone mapping is optional but recommended.
Review the auto-matched fields and correct any mismatches. Unmapped columns are ignored during import.
Review duplicates
The wizard scans for existing contacts that match the imported records (by email or phone). Duplicate matches are shown with options to skip (do not import) or merge (update the existing contact with new data from the import).
Review the duplicate list to ensure you are not creating unwanted duplicates.
Process
Click to begin processing. Each record goes through the AI contextualizer:
1. Fields are mapped to CRM columns
2. Missing data is inferred from context when possible
3. Notes are extracted and structured
4. Profile data is generated
5. Custom fields are matched
6. The contact is created or updated
A real-time progress indicator shows processing status. Processing may take a few minutes for large files.
Import history is tracked on the Import Contacts page — showing file name, record count, progress, status, and date for every import.
Result
Your contacts are imported, deduplicated, enriched with AI-generated profile data, and assigned to the appropriate pipeline stages. You can review the results in the contacts dashboard and enable SI engagement selectively.
