Importing Contacts

Prepare your file

• Save the file as .csv with a single sheet.
• Keep it under 30 MB.
• Include a header row. Each column header should match a standard or custom field so it's easy to map.
• To create contacts, each row needs at least a name, phone, or email.
• To update contacts, each row needs the Contact ID, email, or phone, depending on your duplicate contact settings.

Format your fields

• Dates: use mm/dd/yyyy, yyyy/mm/dd, mm-dd-yyyy or yyyy-mm-dd.
• Multiple options, checkboxes, and lists: separate values with commas, for example Value 1, Value 2.
• Phone numbers: include the country code, for example +1 for the US.
• Tags: put several tags in one column separated by commas.

Choose an import option

• Create contacts: adds only new records.
• Update contacts: changes only existing records.
• Create and update: adds new records and updates existing ones in a single pass.

Import the file

1. Go to Contacts and click Import.
2. Upload your CSV.
3. Choose create, update, or create and update.
4. Map each column to a FunnelStreams field. Create a custom field on the spot if you need one, or choose Don't import for columns you want to leave out.
5. Optionally add tags to every imported contact, or add them to a workflow.
6. Click Import. You can track progress and download any failed rows from the import history.

Fix common errors

• Missing required field: the row has no name, phone, or email. Fill one in and re-import the failed rows.
• Invalid date or phone: check the formats above.
• Duplicate found: the contact already exists. Use Create and update if you want to change the existing record.
• File too large: split it into smaller files.