Importing Contacts via JSON
For rich imports with notes, profile data, and nested structures
Before You Begin
- A JSON file with contact data
JSON import is designed for situations where CSV falls short — particularly when migrating from another CRM and you need to preserve notes, profile data, communication history, or other nested data that does not fit into flat CSV columns.
Access it from Sales > CRM > Contacts > Import Contacts > JSON Import.
Steps
Prepare your JSON file
The file should contain an array of contact objects. Each object can include standard fields, custom fields, and nested data:
- Standard fields: `first_name`, `last_name`, `primary_email`, etc.
- Custom fields: keyed by their smart tags
- Notes: as an array of note objects with content and visibility
- Profile data: as key-value objects with source labels
Upload and process
The JSON import follows a similar flow to CSV: upload, field mapping confirmation, duplicate review, and processing with AI contextualization.
Nested data (notes, profile records) is processed separately from the flat contact fields — each creating its own record linked to the contact.
Result
Contacts are imported with their full data hierarchy intact — notes threaded, profile data stored, and custom fields populated. The AI contextualizer processes each record for additional enrichment.
