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Customers

Contacts and imports

Contacts are people. Import them, put them on static lists for campaigns, and merge duplicates when the same person appears twice.

In the app: Customers → Contacts

Import

  1. Open Customers → Contacts.
  2. Download a sample XLSX if you need the column layout.
  3. Upload CSV or XLSX. Map columns, including phone and email.
  4. Optionally add imported rows to a static list for a campaign.
  5. When import finishes, spot-check a few records and merge duplicates if prompted.

Export

If your role allows CRM export, use Export on the contacts table (CSV). This is separate from Insights downloads.