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Importing Contacts Using a CSV File

Importing your contacts efficiently is crucial for managing your leads and clients. In this guide, we'll walk you through the steps to import contacts using a CSV file, map your data correctly, and even bring in opportunities if needed.

Important: Stack supports importing only through CSV (.csv) files. Other formats like Excel or Google Sheets are not accepted. For more details, see CSV File Format for Importing Contacts and Opportunities.

Table of Contents​

Prerequisites for Importing Contacts​

Before you start importing, ensure you meet these requirements:

  • File Format: Your file must be in CSV (.csv) format.
  • File Size Limit: The CSV file should be under 30 MB. If larger, split it into smaller files.
  • Single Sheet Requirement: Your CSV file must contain only one sheet/tab.
  • Header Row: Include a header row where at least one column header matches a field in Stack.

Common Mistakes to Avoid​

  • Mismatched Headers: Ensure CSV headers match Stack's system fields.
  • Blank Required Fields: Each row should have at least one required field (Name, Email, or Phone).
  • Special Characters in Phone Numbers: Remove spaces, dashes, or letters.
  • Duplicate Records: Clean your list before importing.

Importing Contacts​

Importing contacts into Stack is a quick way to organize your leads and clients. Whether transitioning from another CRM or starting a new campaign, here's how to do it:

Step 1: Navigate to the Contacts Tab​

In Stack, go to the Contacts section and click the Import Contacts button.

Step 2: Select What to Import​

Decide whether to import only Contacts or both Contacts and Opportunities.

Step 3: Upload Your CSV File​

After selecting your import type, click Next to upload your CSV file. Choose the correct import option based on whether you're adding new contacts or updating existing ones.

Note: When updating, Stack checks for existing records in this order: Contact ID → Email → Phone. Adjust your deduplication settings if needed.

Step 4: Mapping Column to Fields​

Ensure each CSV column is correctly mapped to the corresponding field in Stack.

  • Empty Values: Check "Don't update Empty Values" to skip updating fields with empty values.
  • Unmapped Fields: Leave fields unmapped if not needed and check the box to proceed.

Step 5: Verify, Confirm, and Finalize Selection​

Review your preferences and field mappings. Confirm your choices before starting the import to ensure contacts are tagged, sorted, and added to workflows correctly.

  • Optional Actions:
    • Create a SmartList for new contacts.
    • Add imported contacts to a workflow.
    • Tag contacts for easy segmentation.

Optional: Import Contacts & Opportunities​

If your CSV includes both contact and opportunity information, import them together. This is useful for onboarding leads directly into your sales pipeline.

Tip: Ensure your CSV contains opportunity-related columns (e.g., Pipeline, Stage) for proper data creation.

Monitor Import Status​

Track the import progress via the Contacts and Opportunities Bulk Actions page. Click Show Stats to view details, download error logs, and troubleshoot any issues.

Frequently Asked Questions​

Q: Can I import without email or phone? A: You need at least one of these: name, email, or phone.

Q: Can I skip some CSV columns? A: Yes, leave them unmapped during field matching.

Q: Can I update contact records? A: Yes, choose "Update" or "Create and Update" and match based on contact ID or email.

Q: Where do I find previous imports? A: Go to Bulk Actions to view your import history.

For more information, check out related articles like Importing Opportunities using a CSV file.