Importing contacts

Many companies maintain their client's contact information in an excel sheet. However excel becomes an inadequate tool for the purposes of tracking interactions, follow ups and managing the sales pipeline.

Importing contacts from CSV file

Before we import contacts here are a few things to check in your CSV file:

The column names in the first row would be utilized by CSV importer to map to relevant contact fields. You could change or modify the default mapping.

Column	Information
Name	[Required] Name of the contact
Description	[Optional] More information to add about the contact
Avatar	[Optional] Image Url of the contact
Contact Type	[Optional] Set to organization if the contact is an organization; otherwise person. Required for linking child contacts.
Parent Contact Name	[Optional] Name of the parent organization. Must be present in previous rows
Designation	[Optional] Position or job title of the contact in the organization.
Owner	[Optional] Person who’s responsible for this contact. Has to be an email of existing member in the organization
Emails	[Optional] Email addresses of the contact. For multiple emails, separate by commas.
Phone Numbers	[Optional] Contact numbers. For multiple numbers, separate by commas.
Address	[Optional] Address of contact
Projects	[Optional] Projects with which the contact should be associated. (Incase of multiple project names, separate them by a comma)
Website Url	[Optional] Website link
Linkedin Url	[Optional] Linkedin link (url)
Followers	(Optional) Email addresses of organization members. For multiple emails, separate by commas.

Importing Contacts

1. Click on the “Import” option (usually at the top-right corner of the Contacts/CRM page).

2. Upload a CSV file with your contact data.

   • Make sure your headers match the fields in SmartTask (Name, Email, Phone, etc.).

3. SmartTask will prompt you to map columns to the right fields.

4. Review the mapping and click Import.

CSV Import Note: If the import encounters same phone number or email-id it would skip creating that contact (and task) to avoid duplicates.

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Example Contact Import CSV - V2.csv

NOTE: Before importing your full contact list, we suggest uploading a single row to check that all fields are aligned correctly.