How do I import contacts?
Here is how to import contacts -- it takes about 4 minutes:
- 1 Go to Contacts in the sidebar
- 2 Click the Import button in the top right
- 3 Upload a CSV or Excel file, or connect Google Sheets
- 4 Map your columns to SalesSheet fields (I will suggest matches)
- 5 Review the preview, then click Import
Heads-up: if you have duplicates, SalesSheet will flag them and let you merge or skip.
Want me to walk you through it step by step?
What formats do you support?
CSV, Excel (.xlsx), and Google Sheets. If you are coming from another CRM like HubSpot or Salesforce, we also have a direct import option that maps fields automatically. Which one are you working with?