Importing Contacts from a Spreadsheet
Bring your existing contacts into Flexara using CSV import.
Note: CSV Import is a Pro feature. Free plan users can add contacts manually using Quick Add.
Step 1: Prepare your CSV file
Open your spreadsheet (Excel, Google Sheets, etc.). Make sure you have columns for basic information:
- Name (or First Name and Last Name in separate columns)
- Phone (optional)
- Company (optional)
If you're using additional fields in Flexara, you can include those columns too. Use the AF: prefix for custom fields (e.g., AF:Deal Value).
Save your file as CSV format.
Step 2: Upload the CSV
In Flexara, go to Contacts → Import.
Click "Choose File" and select your CSV.
The system will show you a preview of the contacts it found.
Step 3: Review and import
Check the preview. Make sure the data looks correct.
Click "Import Contacts." The contacts will be added to your account.
You can now view, organize, and manage them like any other contact.
Tips
- Start with a small batch (10-20 contacts) to test the process
- Clean up your spreadsheet before importing — remove duplicates and empty rows
- You can import multiple times. New contacts will be added without creating duplicates
Ready to import your contacts?
Upgrade to Pro and bring your existing contact list into Flexara.