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Data and import

Import contacts safely

Map, preview, and confirm a CSV without losing source context.

AdministratorPractitionerTeamOrganizationEnterprise

Permission: Administrator or editor; CSV import requires Team or above

Version 1.0 · Last verified 2026-07-15

Prepare the file

Use one stakeholder per row and a clear header row. Separate name, email, phone, title, organization, type, and relationship score.

Preview before writing

Review mapping and sample rows before confirmation.

  1. 1Remove empty summary rows and merged cells.
  2. 2Open Contacts > Import.
  3. 3Upload the CSV and map each source column.
  4. 4Review the preview for organization and enum values.
  5. 5Confirm once and inspect the resulting records.

Recover safely

Do not repeatedly import the same file. Capture the exact error and contact support with the column name and expected result.

Important: Statecraft Proof is the safer path when you want an assessment before creating CRM records.

What happens next

Build a useful stakeholder record →Create and connect organizations →Run and delete a Statecraft Proof assessment →Get human help →

Still stuck?

Tell a human what you were trying to accomplish.

Get help →