Skip to content

Import contacts and map to CRM properties

Import a CSV and map each column so your contacts land in the right CRM properties.

Who this is for

Hosts and teammates importing a contact list into CRM.

Quick steps

  1. Prepare your CSV with headers like First Name, Last Name, Email, Member Id.
  2. In CRM, start Import contacts and upload your CSV.
  3. Map each CSV column to a CRM property.
  4. Finish the import and add the new columns to your contacts view.

Step-by-step walkthrough

1. Open CRM and start an import

  1. From CRM, click Import contacts.
  2. Upload your CSV file.
  3. Proceed to the mapping step.

2. Map columns to properties

  1. Map First Name, Last Name, and Email (these are required for most workflows).
  2. Map Member Id to your Member Id property if present.
  3. Confirm any additional columns (for example, Dietary Restrictions) are mapped to the right properties.
  4. Finish the import.

3. Add useful columns to your view

  1. In your contacts view, open Columns > Add Columns.
  2. Add fields such as Dietary Restrictions and Member Id so they are visible in the table.

Troubleshooting

My CSV will not upload

Ensure it is a .csv file, check for a header row, and remove unsupported characters like emojis in column names.

Columns are blank after import

Re-check your mapping. Make sure each CSV column is mapped to the intended property, especially Email.

A property I need is not available

Create the property first in CRM > Properties, then return to the import mapping step.