Importing contacts (CSV & Excel)

Go to Contacts → Import and upload a UTF-8 CSV file or an Excel workbook (.xlsx, first sheet) — max 5 MB and 10,000 rows per file. The first row must contain headers. Old .xls files must be re-saved as .xlsx.

Recognised columns

• phone (required) — any format; numbers without a country code use your workspace's default country.
• name, email, company, lead_status
• tags — separated by ; or |
• consent — opted_in, opted_out or blank; plus optional consent_evidence describing where consent was collected.
• Any other column whose header matches a custom field key.

Duplicates

Contacts are matched by normalised phone number. Choose to skip or update existing contacts. Duplicate rows inside the same file are reported.

Consent