Learn how to import a contact list

Learn how to import your contact list to Customerly

Elena
Written by ElenaLast update 6 months ago

If you want to import a list of your contacts into your Customerly account you have got multiple ways to do it.

Let's explore which are the most common ways to import your lists in Customerly.

You can import/create contacts with:

Import a contact List with CSV or XLS

Then match imported columns with properties.

We have the properties that you need to match for them to work.

For example, for the first name, we select "name" property, for the email address we select "email" property, for the last name we need to create a new property because this is not a default property on Customerly, select "Create new property" and type "last_name".

Check this article about which properties you shouldn't match.



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