How do I import contacts from a spreadsheet?

Importing a spreadsheet is the quickest way to bring in your existing family inquiries, current clients' family contacts or a list of referral sources from another system. ASNSpark! CRM imports CSV files only, so save your Excel or Google Sheets file as a .csv first.

Before you start

• Only account admins can import contacts.
• The file must be a .csv with one sheet, under 30 MB. Split larger files.
• The first row must be a header row, not blank.
• Every row needs at least a first name, email or phone number.
• Create any custom fields you need before importing. You can only map columns to fields that already exist.
• Only import people who have agreed to hear from you. Purchased lists hurt your email and text delivery.

Import your file

1. Go to Contacts, open Smart Lists and click Import Contacts. You can also start from Opportunities by clicking Import.
2. Choose Contacts, Opportunities or both, then click Next.
3. Upload your CSV and choose the import type: create new contacts, update existing ones, or both.
4. Map each column to a field. Leave a column unmapped to skip it, and check the box to not import data for unmapped columns.
5. Choose your options: create a Smart List of the new contacts, add them to a workflow or add a tag such as "Imported March".
6. Check the box confirming your contacts consented, then start the import.

How existing contacts are matched

When updating, the system looks for an existing record by Contact ID, then email, then phone. If a match is found, that record is updated instead of creating a duplicate. Check Don't update Empty Values if you do not want blank cells to erase information already on the record.

Import contacts and opportunities together

If your file includes pipeline information, such as stage and opportunity name, select both Contacts and Opportunities. Contacts and opportunities on the same row are linked automatically.

Check your results

1. Go to Contacts, then Bulk Actions.
2. Find your import and click Show Stats.
3. Open the Error tab or download the error log to see which rows failed and why.
4. Fix those rows and import them again.

Common questions

• Can I undo an import? There is no undo button. Tag your import so you can filter those contacts and delete them if needed.
• Why is everyone set to Do Not Disturb? A DND column turns off every channel. To block only one channel, use tags and a workflow instead.
• Can I import notes? Yes, one note per contact, up to 5,000 characters.

Have a question about your own account? Submit a ticket and our team will follow up.