Import and Export Contacts

How to Import Contacts to the CRM:

• A .csv file with the contacts you want to import

Prepare Your .csv File

1. Headers: Ensure Row 1 includes essential headers like 'first name', 'last name', 'email', 'phone', 'additional phones', 'tag', etc.
2. Multiple Phone Numbers: For contacts with multiple phone numbers, list additional numbers in the "additional phones" column to manage them seamlessly.
3. Phone Number Format: Format phone numbers correctly. If a "+" sign is needed, add an apostrophe at the start (e.g., '+191668128779').
4. Field Restrictions: Avoid using File Upload and Signature Fields in the import.
5. DND Columns: Be aware that contacts will be set to DND for all channels unless specified otherwise through workflows and tags.
6. Data Clean-Up: Clean your list and check for duplicates before importing to maintain data integrity and avoid deliverability issues.

Import Your Contacts

You have two options for adding contacts:

1. Manual Addition: Click the “+” sign in the top left corner to create a contact manually.
2. CSV Import: Use the import icon (an upward-pointing arrow) to upload contacts from your .csv file. Selecting “Import Contacts” allows for batch-importing, making the process both time-efficient and effective.

• Map fields to specify how the data will fit into Captivation Hub’s fields.
  • A green check indicates a ready-to-import field.
  • "Column Header From File" denotes which .csv column gets imported.
  • "Contact Fields" indicates the target field in Captivation Hub. Most general fields are automatically recognized. Manual mapping might be necessary for custom fields or unconventional headers.