Import, export and views
Import spreadsheets, export data and customize CRM views.
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- How to export contacts to a CSV fileIn Contacts › Smart Lists, select the contacts, click More › Export and confirm. When the file is ready, download it from Contacts › Bulk Actions; it stays available for 30 days.
- How to fix errors in a CSV contact importGo to Contacts › Bulk Actions, open the import, click Show Stats and download the error log. Each row carries a code (1002 to 1016) that tells you the problem (badly formatted phone, owner not found, unknown option, duplicate ID…). Fix the file and re-import only the rows that failed.
- How to import contacts from a CSV or Excel fileIn Contacts, click Import, choose Contacts, upload a .csv file, map each column to a field and confirm. If your list is in Excel, save it as CSV first.
- How to prepare a CSV file before importing contactsBuild a sheet with a header row, one column per field (First Name, Email, Phone, Tags, Company…) and one row per contact; every row needs at least a name, email or phone. Save it as .csv (single sheet, up to 30 MB) and import it in Contacts › Import.
- How to search and filter contactsIn Contacts › Smart Lists, type at least 3 characters of a name, email or phone number in the search bar, or click Advanced Filters to pick a field, a condition and a value. You can also sort and choose which columns to show.