Importing Contacts Safely
Upload a list of contacts from a spreadsheet into the CRM without errors or duplicates.
For: Administrators
Time: 15 minutes
Before You Begin
- •Export your contacts from your old system as a CSV file.
- •Clean up the CSV: ensure headers are clear (e.g., "First Name", "Email").
Instructions
1
Click the Import Button
Go to Contacts. At the top of the screen, click the icon that looks like an arrow pointing up (Import Contacts).
[SCREENSHOT NEEDED: Import Contacts button in top bar]
2
Upload Your CSV File
Drag and drop your CSV file into the upload area or click to browse your computer.
3
Map the Fields
Match the columns from your spreadsheet to the fields in COFFEE CRM. For example, make sure your "Email Address" column maps to the "Email" field in the CRM.
[SCREENSHOT NEEDED: Field mapping screen during import]
4
Set Duplicate Strategy
In the advanced options, choose how to handle duplicates. We recommend selecting "Update" based on Email or Phone to avoid creating duplicate records.
5
Add Tags (Highly Recommended)
Add a tag to this import (e.g., "Import_Nov2023" or "Old_Mailchimp_List"). This allows you to easily find and delete the list if you make a mistake.
[SCREENSHOT NEEDED: Tagging section of import process]
What Success Looks Like
- Contacts appear in your list.
- No duplicate records were created.
Common Mistakes
- × Importing without adding a tag, making it difficult to undo the import if mapped incorrectly.
Troubleshooting
If The import failed:
Ensure your file is saved as a .CSV and not an Excel (.xlsx) or Numbers file.
Last updated: 10/1/2026