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Whether this is your first CRM or you are moving from another system, importing lets you create records and update your existing database.
Each row represents a contact record, and each information column represents a contact property (First Name, Last Name, Email Address, etc.)

Covered in this Article:
Pre-requisites:
How to import contacts into the CRM
Step 1: Setting up your CSV and Custom Fields before importing
Step 2: Check for duplicates
Step 3: Importing your contacts
1st Method: If your CSV has a phone # and or email, please follow this CSV setup guide
2nd Method: If your CSV does NOT have an email and or phone #, please watch the video below

FAQ

• My CSV list is mixed; some contacts have an email or phone #, and some have both an email and phone. How should I proceed?
• Some of my contacts have multiple emails and or phone numbers. How should I proceed?
• Important note for people that use Keap.
• When importing the phone numbers, I get the error code 1007 'invalid required property.
• I'm trying to import a CSV with a DND Column, but all contacts are set to DND for ALL channels.
• I'm trying to import a CSV with Notes, and I cannot generate more than one note per contact record.
  
• I'm trying to export a CSV with Notes.