Import Contacts in CRM ?

1. Prepare your Excel file with contact data

2. Save the file as CSV format

3. Go to CRM → Contacts

4. Click Add New Contact → Import via CSV

5. Upload your CSV file → Click Next

6. Select Import Type:

• Add New Contacts
• Update Existing
• Add & Update Both

7. Map CSV columns with CRM fields

• Name → First Name
• Phone → WhatsApp Number
• Other columns → Super Fields (must be created beforehand)

8. (Optional) Add extra Custom Values / Fields 9. Review the data preview → Click Next 10. Click Start Import 11. Wait until status shows Completed 12. Go to Contacts to verify imported data