How to Bulk Import and Export Contacts

Overview:
Save time by importing large numbers of contacts via CSV/Excel, or export your contacts list for reporting and backups.

Steps to Export:

1. In the Contacts tab, apply any filters you need (e.g., show only active contacts).

2. Click Export and choose CSV or Excel.

3. Save the downloaded file locally.

Steps to Import:

1. From Contacts, click Bulk Import (if available) or go to Settings → Data Import.

2. Download the Contacts Import Template.

3. Populate it with your contacts’ data (Name, Email, Phone, Role, etc.) and save as CSV/XLSX.

4. Upload the file, map columns to fields, preview, and click Import.

5. Review the import summary for any errors.

Tips & Best Practices:

• Always back up existing contacts before a bulk import.

• Include a “Client Name” column to associate each contact with the correct client.

• Limit imports to 2,000 rows at a time to avoid timeouts.

Troubleshooting / FAQs:

• Import errors for missing fields: Ensure required fields (Name, Email) are present and correctly mapped.

• Export missing columns: Make sure those columns are visible in your current view before exporting.