Import existing client contacts

Bring a contact file into your client list and map each column carefully.

1 min read · Updated August 28, 2026

In short

  • Import a comma-separated contact file instead of adding each client by hand.
  • Match each source column, then review what will be imported or skipped.
  • Import contacts as do not contact unless you can show they agreed to marketing.

You can import a comma-separated contact file instead of adding every client by hand. The review step shows what will be imported and what will be skipped before anything changes.

  • Your exported contact file
  • A name for each contact
  • Consent records for any marketing permission
  1. Export your contacts from your previous system and open the client import flow. Choose the file, or paste its contents where that option is offered.
  2. Match each source column to the right client field. A name is required; columns you do not need can be ignored.
  3. Review the prepared rows and fix the source file if important names or contact details are missing.
  4. State whether these contacts agreed to marketing. If you cannot show that they did, import them as do not contact.
  5. Start the import and read the result. It tells you how many records were added or skipped.
Names or contact details are missingFix the source file, then review the prepared rows again.
I cannot show marketing consentImport the contact as do not contact.

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