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How do I upload a CSV?

  1. Open Library → Uploads and select Upload data (or New → Upload data on the Library home page).
  2. Choose Spreadsheet File and select the CSV from your computer.
  3. At What do you want to do with it?, choose Create Contacts, Skip Trace & Export or Tag Properties.
  4. Check the preview and the column mapping, then confirm.

The first step of Upload data, Choose your data source, with Spreadsheet File, Google Sheets and Airtable (Coming Soon).

Keep names, phones, emails and addresses in separate columns. If the preview reads a column wrong, fix the mapping or the file before you confirm. See Upload data.