Importing Contacts and Customer Databases
To accelerate onboarding, you can bulk import client profiles directly using CSV files. This guide details column structures and columns required for a clean import.
Recommended CSV Format
Ensure your CSV document utilizes UTF-8 formatting and contains a header row. Download our import templates to check headers. The following columns are mapped natively:
first_name,last_name,email,phone,company,deal_stage,deal_value
Jameson,Smith,jameson@acme.com,+15550199,Acme Corp,Intake,10000
Sarah,Connor,sarah@cyber.com,+15550188,Cyber Inc,Qualified,25000Field Mapping Console
Upon uploading a CSV, the ArcTactic import wizard displays mapping dropdowns. Match your spreadsheet headers with standard CRM fields:
- Email: (Required) Primary key used to associate deal pipelines and prevent duplication.
- Phone: (Required for Voice AI) Must use E.164 country code format (e.g. `+15551234567`).
- Deal Stage: Assigns the contact card directly to an active column in your pipeline.
Duplicate Handling Policies
If an imported contact matches an existing database email record, you can choose between two processing rules:
- Update and Merge: Appends new contact metadata and fields to the existing profile without deleting history.
- Skip Duplicate: Keeps the current CRM profile untouched and logs a warning item.
Run a small test upload with 5-10 records to verify column alignment before importing databases with thousands of contacts.