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Import and export contacts

Bring contacts in from a spreadsheet, or download them as a CSV file.

If your contacts are in a spreadsheet or another tool, import them in one go instead of typing them in. You can also download any list of contacts as a CSV file, edit it and import it back.

Prepare your file

Save your spreadsheet as a CSV file with one contact per row. Columns named First Name, Last Name, Email, Phone, Job Title, Lead Source, Status and Tags are matched for you.

  • Put several tags in one cell separated by semicolons or commas, such as VIP; Partner.
  • Use Lead, Prospect, Customer or Inactive for status.
  • Add a tag such as imported-may to every row, so you can find these contacts later.

Import contacts

  1. Open CRM › Contacts.
  2. Choose More › Import.
  3. Drag your CSV file into the window, or click to browse for it.
  4. Check the Map step. Each column is matched to an Agiled field. Change any match that looks wrong, choose Create field for a new custom field, or choose Ignore Column to skip it.
  5. Select Next to see the Preview.
  6. Fix any rows marked Needs correction, then select Import Rows.

Import Contacts preview showing ready rows, rows that need correction and the reason for each problem

You're done when Agiled shows how many contacts were Created, Updated, Skipped or Failed, and the new contacts are in CRM › Contacts.

Bring in companies at the same time

Add an Account or Company column to your file. Agiled creates each company in CRM › Accounts and links the contact to it. If a company with that name already exists, the contact joins it instead of creating a duplicate.

Fix rows that need correction

The Error column says what is wrong with each row. The most common are:

  • Email must be a valid email address. Fix the typo in your file.
  • First name, last name, or full name is required. Add a name to the row.
  • A value that is not one of a list field's options. The row still imports, saved as written.

People you already have

Agiled matches rows to existing contacts by email. A matching row updates the contact instead of adding a second one. Only the columns in your file change, empty cells don't clear anything, and tags are added to the ones already there. Rows without an email are always added as new contacts.

Export contacts

  1. Open CRM › Contacts.
  2. Filter the list or open a saved view, so it shows the contacts you need.
  3. Choose More › Export CSV.

Contacts list with the More menu open and Export CSV selected

You're done when the file downloads. It has the contacts that match your filters, in the order on screen, with tags and custom fields, using the same columns the import expects.

Good to know

  • Try a file of about ten rows first when it comes from another tool.
  • An export holds up to 10,000 contacts. For more, export in batches, for example by status.
  • The export only includes contacts you are allowed to see.
  • To download everything in your workspace at once, see Export your workspace data.

Contact custom fields

Add your own fields to contacts, such as region or preferred service, so you can filter and sort by them.

Accounts

Group the people, deals, invoices and files that belong to one company.

On this page

Prepare your fileImport contactsBring in companies at the same timeFix rows that need correctionPeople you already haveExport contactsGood to knowRelated