Before you start
Use a UTF-8 CSV containing name, email and phone only, with no more than 500 rows or 512 KB. Have permission to use the contact data.
Prepare the file
Follow the column instructions on Clients → Import CSV. Exclude private notes, intake answers and unrelated personal data.
Preview the import
Select the file and review the proposed rows. Correct invalid or flagged data in your source file, then upload a fresh preview.
Confirm the same file
When the preview is right, select the same CSV to confirm. Look for Your contacts were imported, then check a few records in Clients.
Export when needed
Use Clients → Export CSV for a contact export. Store the file securely and share only with people who should have access.
What success looks like
The intended contacts appear once, with reviewed names and contact details.
If it doesn’t work
This CSV was already imported
Do not repeatedly upload it. Check the directory and correct individual records as needed.
The file or rows are rejected
Check UTF-8 encoding, allowed columns, size/row limits and field errors. If the result is uncertain, inspect existing records before retrying.
Still not resolved?
Use your existing invitation conversation for private-preview help. Include the exact action, visible error and time, without passwords, private links or client records.
Prepare support detailsChecked against the private app · 14 November 2026