Import contacts from a spreadsheet

TopReach imports CSV and JSON files. If your list is in Excel or Google Sheets, save or download it as CSV first: XLS and XLSX files aren't accepted.

1. 1Go to Settings → Import Data, or click Import on the People tab of Contacts.
2. 2Under What are you importing?, choose Contacts. You can also import Companies, Deals, Notes, Tasks and Activities.
3. 3Upload your file.
4. 4On Map Fields, click Auto-map, then check where each column goes. Columns can go to built-in fields or to your custom fields.
5. 5Under Number to call, check which phone column the dialer should call. Your other phone columns are kept as extra numbers.
6. 6Optionally set Default tags when blank to tag rows that have no tags.
7. 7Choose how to handle records you already have: Create only (skip duplicates), Update duplicates (merge with existing) or Test run (preview, no changes).
8. 8Click Upload to start. You'll see Importing, then Done.

When you import deals, also choose a Default Pipeline and Default Stage for rows that don't name one.

Follow an import

Every import is listed in Settings → Transfer History (Data Transfer History) under Imports, where you can follow its progress or cancel it.