Importing Contacts

If you have an existing list of contacts in a spreadsheet or CSV file, you can bulk-import them into SalesKey instead of entering them one by one.

Navigate to: Settings > Import (or the Import option in the People/Organizations list)

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Supported File Formats

• CSV (Comma-Separated Values)
• Excel (.xlsx)

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Step 1: Download the Import Template

1. Go to the import page.
2. Click Download Template to get the correct CSV structure.
3. Open the file in Excel, Google Sheets, or your preferred spreadsheet tool.
4. Fill in your contact data following the template's column headers.

Important: Do not change the column headers in the template. SalesKey uses them to map data correctly.

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Step 2: Prepare Your File

Fill in your contact data. Common columns include:

Column	Description
First Name	Contact's first name
Last Name	Contact's last name
Email	Primary email address
Phone	Primary phone number
Organization	Company name (must match an existing organization name, or a new one will be created)
Status	e.g., Prospect, Customer
Custom Fields	Any custom fields your admin has configured

• Leave cells empty for fields you don't have data for.
• Dates should follow the format specified in your company settings.

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Step 3: Upload the File

1. Go to the import page.
2. Click Choose File and select your CSV or Excel file.
3. Click Upload or Next.

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Step 4: Map Columns

SalesKey will attempt to automatically match your file's columns to system fields. Review the mapping:

• If a column is not matched, use the dropdown to select the correct field.
• Unmapped columns will be skipped.
• Click Next when the mapping looks correct.

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Step 5: Validate and Review

SalesKey validates your data before importing:

• Rows with errors are highlighted (e.g., invalid email format, missing required fields).
• You can download an error report to fix issues in your file.
• Valid rows will be listed for confirmation.

Click Confirm Import to proceed.

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Step 6: Monitor Import Progress

Larger files may take a moment to process. SalesKey will show the import progress. When complete, you will see:

• Total records imported
• Records skipped (due to errors or duplicates)

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Tips

• Deduplicate before importing — SalesKey may create duplicate contacts if the same email already exists. Review your file for duplicates beforehand.
• Import organizations first — If your contacts belong to companies, import organizations first so you can link people to them.
• Start small — Test with 5–10 rows first to verify your column mapping is correct before importing your full list.

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Troubleshooting

My import failed with errors.

• Download the error report and fix the flagged rows in your file.
• Re-upload the corrected file.

I see duplicate contacts after importing.

• Use the People list's filters to identify duplicates.
• Merge or delete the duplicates manually.

Some fields are empty after importing.

• Verify that the column was mapped to the correct field during the mapping step.
• Check that the data in those cells was not blank in your source file.