Importing Contacts

Easily add Contacts to existing Accounts using the importer in the Contacts Tab within the Account screen.

Add Contacts to an existing Account using the importer in the Contacts Tab within the Account screen. Or update multiple Accounts' Bill Tos using the main Account Importer.

The Template

Please use the Guide for instructions on what each column header means and required fields.

How To Use This Template

Please Save a Copy of this template below.
The Template will have 2 Tabs:

  • Guide - This tab will provide requirements and tips for each column in the template.
  • Blank Template - This tab will only contain the column headers for you to copy/paste your data into.


Click Here to Save A Copy Of This Contacts Template to your Google Drive

Please make a copy in your Google Drive. The template cannot be globally shared.

Using the Importer

Step 1: Prepare your file for import


Save Your File as a Comma Delimited CSV

If using Excel there are several CSV options. Please use CSV (Comma Delimited) (*.csv)

Google Sheets only has one CSV option: Comma Separated Values (csv)

Step 2: Click on the Importer Icon in the Contacts tab, within the Account page.


You may import Contacts for multiple Accounts using the main Accounts Importer. Account_id is required.

From here you can upload your file, use the Append Import behavior, and Import.