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Import Contacts

contactsimport-contacts placeholder importFull placeholder

Overview​

The Import Contacts page helps you add many contacts at once instead of creating them one by one.

This is useful when you already have a list of contacts in Excel or CSV format and want to bring them into LeadX quickly.

How To Open Import Contacts​

Go to Sidebar > Contacts > Import Contacts.

What You Can Do On This Page​

  • Start a new import
  • Upload a file with contact details
  • Match your file columns to the correct contact fields
  • Choose how duplicates should be handled
  • Check the status of old imports
  • Open the contacts created from a finished import

Main Parts Of The Page​

Import List​

The page shows your previous contact imports in one place, so you can check what was uploaded and whether the import finished successfully.

Start Import​

Click Start Import to begin a new bulk upload.

Start Import Flow​

  1. Click Start Import.
  2. Upload an Excel or CSV file.

ImportContactsUploadStep placeholder 3. Choose which rows you want to import, if needed. 4. Match your file columns to the correct contact fields.

importContactMapFieldStep placeholder 5. Choose what should happen if the same contact already exists.

importContactsDuplicatesStep placeholder 6. Start the import.

Helpful Notes​

  • You can download a sample file before uploading your own data
  • LeadX can suggest field matches automatically to save time
  • If a contact already exists, you can choose whether to skip, update, or replace the older record
  • During import, you can also assign tags or categories to contacts when needed