Import Phone Contacts

Import Contacts adds multiple phone-contact records from a delimited text file. A CSV is a common choice: each line is a contact and commas separate its details.

Open Applications → Contacts and choose Import. Paste the data into Data or use File to Upload to choose the file.

1. Put a column heading in the first row, followed by one contact per row. Include the names, numbers and email addresses you want to bring across.
2. Use consistent phone-number formatting, including the dialing country code where appropriate.
3. Keep From Row at 2 when the first row contains the column headings. Choose another offered starting row if your contact data begins later.
4. Choose the Delimiter used by your file: a comma or a vertical bar (|).
5. Choose the Enclosure used around text values: double quotes or no enclosure.

1. Choose Continue after selecting the file or pasting the data.
2. For each source column, choose the matching contact field. Match first name to contact_name_given, last name to contact_name_family, telephone number to phone_number and email to email_address.
3. Review the selected fields, then choose Import.
4. Return to Contacts, search for a person from the list and open the record to review the imported details.

This example keeps the format simple: one header row and one fictional contact. Use your own business contact list and match each column on the next screen.

contact_name_given,contact_name_family,phone_number,email_address
Taylor,Morgan,12025550147,taylor@example.com

An imported directory can help a booking or service team find the right person and callback details. After speaking with a customer, update the useful contact information and record the appointment in Calendar.

For campaign lead imports, buyer distribution and marketing segmentation, use the corresponding Lead Fusion or Sell Leads & Calls tools.

• Add and maintain phone contacts →
• Marketing lead records →
• Appointment calendar →

• Open in Mango9 US →
• Open in Mango9 2 →