DOWNLOAD THE CONTACT IMPORT TEMPLATE

Article ID: CON-009

Category: Contacts

Estimated Time: 1 minute

Difficulty: Beginner

What You'll Learn

Learn how to download the recommended spreadsheet template before importing contacts.

Follow These Steps

☐ From the left menu, click Contacts.

☐ Click Import Contacts.

☐ Click Download Sample CSV or Download Template.

☐ Save the file to your computer.

☐ Open the template in your preferred spreadsheet program.

☐ Replace the sample information with your own contact information.

☐ Save the completed file as a CSV (.csv).

Success Check

✔ You have a properly formatted CSV file ready for import.

Pro Tip

💡 Leave the column headers exactly as they appear in the template to make field mapping faster during import.

Troubleshooting

I can't find the download option.

• Confirm you're on the Import Contacts screen.

• Refresh the page and try again.

My spreadsheet looks different.

• Make sure you're opening the file in a spreadsheet application that supports CSV files.