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Import Contacts

Upload a CSV file to import contacts

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CSV Format

Your CSV file should have a header row with column names. The following columns are recognized:

Required

  • email - Contact email address

Optional

  • first_name - First name
  • last_name - Last name
  • phone - Phone number
  • company - Company name
  • type - general, lead, or investor
  • source - Lead source

email,first_name,last_name,phone,type
john@example.com,John,Smith,512-555-1234,investor
jane@example.com,Jane,Doe,512-555-5678,lead