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Import Contacts in CRM ?

1. Prepare your Excel file with contact data 2. Save the file as CSV format 3. Go to CRM → Contacts 4. Click Add New Contact → Import via CSV 5. Upload your CSV file → Click Next 6. Select Import Type:

  • Add New Contacts

  • Update Existing

  • Add & Update Both

7. Map CSV columns with CRM fields

  • Name → First Name

  • Phone → WhatsApp Number

  • Other columns → Super Fields (must be created beforehand)

8. (Optional) Add extra Custom Values / Fields 9. Review the data preview → Click Next 10. Click Start Import 11. Wait until status shows Completed 12. Go to Contacts to verify imported data

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