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Import contacts from a spreadsheet

Bring your customer list into Prativani from a CSV file, without creating duplicates.

1 min read

Before you start

Every planNeeds: Contacts: Import
  • A CSV file of up to 10 MB, with column names in the first row, such as Name, Email and Phone. Phone numbers need their country code, such as +91 98765 43210.

  1. Go to Contacts and click Import.

  2. Choose your CSV file.

  3. Under Match your columns, choose what each of your columns holds: Name, Email, Phone, or — Ignore —. Match at least one of them. Check the sample rows below the table.

  4. Click Preview import.

    You should see

    how many new contacts will be added, how many rows match people you already have, and how many rows are repeated or invalid.

  5. Click the import button.

    You should see ”Import complete.” and how many contacts were imported.

  6. Click View contacts.

How duplicates are handled

Section titled “How duplicates are handled”

A row that matches someone you already have, by phone or email, is linked to them instead of creating a duplicate. They gain any new address from your file; their name isn’t changed. If a row’s phone belongs to one contact and its email to another, the two are merged.

Only name, email and phone are imported. Other columns are ignored.