How to import contacts from CSV

Contact import is useful when you have a list from another CRM, a spreadsheet, a conference, or an old customer database.

Prepare your CSV

One row per contact, first row = headers. Recommended columns: Email (most important), First name, Last name, Phone, Organization, Assignee, Description, custom fields. Remove duplicates, split full names, use consistent phone formatting, save as .csv (not .xlsx), no merged cells or formulas.

Import contacts

Contacts → Import option → upload CSV → map columns to Teamopipe fields → Confirm. After import, check a few contacts manually: names display correctly, emails in the right field, organizations linked, no duplicates. If the import screen disappears, refresh and retry or email the CSV to support.