Import a List of Contacts (CSV File)

Scroll through the steps below to upload a list of contacts: 

Not a visual learner? No worries! Below are a list of step-by-step instructions: 

Step 1: Navigate to Data Import

1. Go to SalesAi.
2. Click Contacts on the left-hand side.
3. Select Data Import.

Step 2: Start a New Import

1. Click Import.
2. Enter a descriptive name for your import
   (ex: “Webinar Leads 6/10”)

Step 3: Upload Your File

1. Upload your file by:

• Dragging and dropping
• OR clicking Browse your computer

Supported formats:

• CSV
• XLSX

File Formatting Tips (Important)

According to the guide (page 4 pop-up):

• Include column headers in the first row
• Use one row per contact
• Include required fields
• Phone number = unique identifier

This is the #1 place imports fail—worth double-checking.

Step 4: Import Data

1. Click Import Data to proceed.

Step 5: Map Your Fields

1. Match spreadsheet columns to SalesAi fields:

• First Name → First Name
• Last Name → Last Name
• Phone → Phone Number
• Title → Job Title

SalesAi may auto-map some fields.

Decide Conflict Behavior

For existing contacts, choose:

• ✅ Overwrite → Replace existing data
• ❌ Don’t Overwrite → Keep existing data

This setting appears in the “Conflict Strategy” column (page 6).

Step 6: Complete Import

1. Click Import Contacts.

Step 7: Verify Import Status

1. Go to the Data Import list.
2. Confirm status shows “Success”.

Step 8: Review Results

1. Click the import entry to view:

• Successfully imported contacts
• Failed records
• Error count

On page 8, you can see a breakdown of:

• Contacts imported
• Failed to import
• Specific errors per record

Quick Checklist Before Importing

• File has headers
• Phone numbers are valid and formatted
• No duplicate rows
• Required fields included
• Column names are clean and clear