Importing Contacts from CSV

Importing Contacts from a CSV File

Bulk-import your existing contacts into HelpKit's CRM in minutes. Supports CSV files from any spreadsheet app (Excel, Google Sheets, etc.).

Preparing Your CSV

Your CSV must include at minimum a phone number column. All other columns are optional.

Recommended columns:

Phone number format:

•Include country code without the + sign

•Example: 919876543210 for an Indian number (+91 98765 43210)

•Do not include spaces, dashes, or brackets

Sample CSV:

Running the Import

1.Go to Contacts → Import Contacts

2.Click Upload CSV

3.Select your file (max 10 MB, up to 50,000 contacts per import)

4.Map columns: Match your CSV headers to HelpKit fields

- phone → Phone Number - name → Contact Name - tag → Tags (comma-separated for multiple)

5.Choose Duplicate handling:

- Skip — Don't import if number already exists - Update — Overwrite existing contact data - Create duplicate — Import anyway (not recommended)

6.Click Start Import

Import Progress

Large imports run in the background. You'll receive an email and in-app notification when complete. The import log shows:

•Total records processed

•Successfully imported

•Skipped (duplicates)

•Failed (invalid numbers)

Common Import Errors

| Error | Fix | |-------|-----| | Invalid phone format | Remove non-numeric characters, add country code | | Missing required column | Add a phone column to your CSV | | File too large | Split into multiple files of <50,000 rows | | Encoding error | Save CSV as UTF-8 from your spreadsheet app |