Importing Contacts

The bulk-import tool brings your existing contacts into Revnator from a spreadsheet. It runs as a four-step wizard that handles column mapping, duplicate handling, and validation for you.

Prepare your file

Export your contacts as a CSV file with a header row. Each contact needs at least an email address. UTF-8 encoding avoids garbled characters. A typical file looks like this:

1name,email,company,job_title,phone,country,lead_status
2Jane Smith,jane@acme.com,Acme Corp,VP Sales,+1-555-0101,United States,New
3John Doe,john@globex.com,Globex Inc,Head of Growth,+1-555-0202,Canada,Qualified
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Step 1 — Upload

Go to Contacts → Import and upload your CSV file. The wizard reads the header row and previews the first few rows so you can confirm it parsed correctly.

Step 2 — Map columns

Match each column in your file to a Revnator contact field. Common headers like Email, Name, and Company are detected automatically — review the mappings and correct anything that is wrong. A column that does not match a built-in field can be mapped to a custom field.

Step 3 — Options

Choose how the import behaves: how to handle rows whose email already exists in your workspace, and optionally a list to add every imported contact to. To merge new data into existing records rather than skip them, enable "Update existing contacts".

Step 4 — Import

Start the import and watch the progress bar. When it finishes you get a summary of how many contacts were created, updated, and skipped.

Troubleshooting

• Invalid email format — every row must contain a valid email address
• Encoding issues — re-save the CSV as UTF-8 if names appear garbled
• Missing headers — the first row must contain column names, not data