Import contacts from a CSV file

If your client list lives in Excel or Google Sheets, save it as CSV and import it in one go.

Steps

1. On Clients press Import CSV.
2. Press Choose a file and select your CSV. The row count appears.
3. Under Column mapping, match each column in your file to a field: Arabic name, English name, Mobile, WhatsApp, Email, ID / CR number, City, Job title, Notes. Choose — ignore — for columns you do not need. The name column is required.
4. Under Defaults for every row pick the Type and Role applied to all rows.
5. Check Preview (first 10 rows) and press Import.

The result reads like: "Imported 40 · skipped 3 duplicates · 2 invalid rows".

What is skipped?

• A row whose mobile, ID or email matches an existing contact (or an earlier row in the file) counts as a duplicate and is not imported.
• A row without a valid name (at least 2 characters) counts as invalid.

Limits

• Up to 2000 rows at a time, otherwise you see "The maximum is 2000 rows at a time".
• On the Free plan the page shows how many of the 25 slots are left; only that many rows are imported and the rest are skipped, with a message explaining why. Upgrade to import the rest.