CSV Import

Import contacts and leads in bulk from any spreadsheet tool (Excel, Google Sheets, etc.).

Supported Imports

• Contacts — via the Contacts list page
• Leads — via the Leads list page

Step-by-Step Guide

Step 1 — Prepare your CSV

Export your spreadsheet as a .csv file. Ensure:

• The first row contains column headers
• Each subsequent row is one record
• Emails are valid format (invalid rows will be skipped)

Step 2 — Upload the File

1. Go to Contacts (or Leads) in the sidebar
2. Click Import CSV
3. Click Choose File and select your .csv file
4. Click Upload

Step 3 — Map Columns

Mini CRM shows a column mapping screen. For each column in your CSV, choose which CRM field it maps to.

CSV Column	Maps to CRM Field
Full Name	First Name + Last Name (split on space)
Email Address	Email
Mobile	Phone
Organisation	Company

Unmapped columns are ignored.

Step 4 — Preview

A preview table shows the first 5 rows with your mapping applied. Check that names and emails look correct before continuing.

Step 5 — Import

Click Import. Mini CRM processes the file in chunks of 100 rows.

After completion you'll see a summary:

Imported: 47 records. Skipped: 3 rows (invalid email).

Skipped rows are those with missing required fields or duplicate emails.

CSV Format Tips

Preparing contacts CSV

Recommended columns: first_name, last_name, email, phone, company

Preparing leads CSV

Recommended columns: name, email, phone, source, status

Valid sources: Website, Referral, LinkedIn, Cold Outreach, Event, Advertisement, Other

Valid statuses: new, contacted, qualified, lost

Limits

• Maximum file size: 10 MB
• No row limit — large files are chunked automatically
• Duplicate emails are detected and skipped for contacts

After Importing

Tags, notes, and company links cannot be imported via CSV — add them manually after import or use the API for bulk updates.