Use this article to import many contacts from a spreadsheet with the Contact Import wizard on the Contacts list. We will import a two-row CSV of clients, match its columns to contact fields and check the result. Save your spreadsheet as a .csv file with a header row first.

To start a contact import, click ① Import contacts from file in the toolbar of the Contacts list.

The Contact Import wizard has four steps: Upload, Match, Progression and Review. On the Upload step, drag your file onto ① the drop zone or click browse, then click ② Next.

① The file name and how many columns were matched automatically appear under the drop zone. Click ② Next.

On the Match step of the Contact Import wizard, each CSV column is listed with the contact field it maps to. Columns with familiar headers such as Full Name, Email, Phone and City are matched for you; ① Full Name is required. Columns that could not be matched show Select field... — in this example ② Source, ③ Street and ④ Tag.

Open each Select field... and pick the contact field for that column: ① Lead Source for Source, ② Address [Street] for Street and ③ Tags for Tag. Unmapped columns are ignored. Click ④ Next.

The Progression step of the wizard only applies if you mapped a column to Rank. Otherwise it says ① No rank column mapped; click ② Next.

The Review step of the Contact Import wizard shows ① how many contacts are ready and a preview of every row with the values as they will be saved. Check names, birthdays and addresses, then click ② Submit Import.

To check the import, look at the Contacts list: the imported contacts appear with the tags and sources from the file, here ① Ava Patel and ② Noah Kim.

Tip: Dates in the CSV in the form 1993-10-05 import correctly as birthdays.