Contact Import/Export

Quick Access: Bulk import contacts from CSV/Excel files with intelligent field mapping, validation, and export capabilities for data portability.

Documentation Structure

Progressive disclosure levels for different user needs:

Learning Levels

• Level 1: Quick Start Guide - Basic import/export workflows
• Level 2: Advanced Import/Export - Field mapping, validation, and error handling
• Level 3: Technical Implementation - API integration and batch processing

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Overview

Contact Import/Export enables you to efficiently manage large contact databases by importing from external sources and exporting for analysis, backups, or migration to other systems.

Key Capabilities

• CSV/Excel Import: Support for multiple file formats

• Intelligent Field Mapping: Auto-detect and map columns

• Validation & Error Handling: Catch issues before import

• Bulk Operations: Update, add, or merge thousands of contacts

• Custom Field Support: Import custom field data

• Export with Filters: Export specific segments or entire lists

• Import History: Track all imports with rollback capability

• Duplicate Detection: Smart merging and conflict resolution

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