Overview
The Import/Export feature allows you to transfer contacts between the system and external files. Import contacts from CSV or Excel files, and export your contacts for backup or migration.
How to Access
- Click on Contacts in the left sidebar menu
- Click on Import/Export
How to Import Contacts from CSV
- Click on Import/Export
- Click the Import tab
- Click Choose File or drag and drop your CSV file
- The system will preview the first few rows
- Map the columns: Match your CSV columns to contact fields
- First Name → First Name
- Last Name → Last Name
- Email → Email
- etc.
- Click Next
- Choose how to handle Duplicates:
- Skip: Don't import if contact exists
- Update: Update existing contacts
- Merge: Combine information
- Click Import
- Wait for the import to complete
- You will see a summary of imported contacts
How to Export Your Contacts
- Click on Import/Export
- Click the Export tab
- Choose the Format:
- CSV: For spreadsheets
- Excel: For Microsoft Excel
- vCard: For address book apps
- JSON: For developers
- Choose what to Include:
- All contacts
- Selected contacts only
- Contacts in specific group(s)
- Choose which Fields to export
- Click Export
- The file will download to your computer
CSV Format Requirements
Your CSV file should have:
- First row: Column headers (Field names)
- Subsequent rows: Contact data
- UTF-8 encoding recommended
Supported Fields for Import
| Field | Required |
|---|---|
| first_name | Yes (at least one) |
| last_name | No |
| No | |
| phone | No |
| company | No |
| job_title | No |
| address | No |
| city | No |
| country | No |
| notes | No |
Quick Reference
| Action | Steps |
|---|---|
| Import | Import/Export → Import tab → Choose file → Map columns → Import |
| Export | Import/Export → Export tab → Choose format → Export |