Skip to main content

Import Contacts

Use Import to create contacts from a spreadsheet. The importer walks you through Record types, Files, and Map and import. To change existing contacts from a file, select Update objects and follow Update Existing Contacts.

Entry pointCRM → Contacts → Import

Who Can Do This​

You need contact import access. If Import is missing from CRM → Contacts, ask your admin to check your permissions. Admins with import access can also open Admin → Settings → Import/Export → Import.

Prepare the File​

Use a CSV, XLS, or XLSX file. Put field names in the first row and one contact on each following row. Select Contact CSV on the Files step to download a sample based on your workspace's current contact fields. The mapping screen shows which fields are required.

Check phone numbers, dates, owners, stages, and any custom field values before uploading. If you need to bring in deals or activities linked to contacts, follow Import Related Records instead.

Import the Contacts​

  1. Open CRM → Contacts and select Import.
  2. Under Choose record types, keep One record type and select Contacts. Select Continue.
  3. Under Add your files, choose CSV (Comma Separated Values) or Excel (XLS/XLSX), select the file, and choose Upload and continue.
  4. Under Map import fields, check each file column's Import as and CRM field selections. Map required fields. For a column you do not want to keep, choose Ignore field. See Map Import Fields.
  5. If every row should use the same value for a field, select Add constant under Constant mappings and set the field and value.
  6. Select Preview 5 rows. Use Review and fix for invalid values, then preview again.
  7. Select Import records when the preview is clear. Brixi confirms how many records were queued.

Check Import Status​

The confirmation means your contacts were queued, not necessarily saved yet. Open Admin → Settings → Import/Export → Import History, find the import by its start time, and check Status, Progress, Saved, and Failed. Use Why failed in the import's action menu if rows did not save. See Review Import Results and Correct Failed Rows.

Common Issues​

IssueWhat to check
Preview 5 rows is disabledMap at least one field and all required fields; complete any constant mapping.
A column is highlighted as unmappedChoose a CRM field or Ignore field.
A value fails previewUse Review and fix, or correct the spreadsheet and upload it again.
Import records is disabledRun Preview 5 rows and resolve every preview issue.
Contacts are not visible afterwardCheck Import History, then clear filters on CRM → Contacts and confirm your visibility permissions.

Contact Brixi support if a file that matches the sample will not upload, or a completed import shows unexpected failures. Include the import time, file type, and error shown in Import History.

For changes after import, see Correct or Update Imported Records.

Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.