Import contacts
Bring your customer list into Salescom from a CSV file.
In Salescom: Contacts > Import contacts
- Open Contacts.
- Press the ⋮ button at the top right and pick Import contacts.
- Press Download a sample csv to see the columns Salescom expects.
- Put your contacts in the same columns, save the file as CSV, and choose it under CSV File.
- Press Import.
Big lists take a while. Salescom emails you when the import is done.
Columns
The sample file has these columns: id, name, email, identifier, phone_number, labels, ip_address, company_name, plus any custom fields.
- Phone numbers start with
+and the country code, with no spaces, for example+233241234567. - Leave a column empty if you don't have that detail.
- To save a sheet from Excel or Google Sheets as CSV, use File > Save as (Excel) or File > Download > CSV (Google Sheets).