Importing contacts and organizations

This guide explains how to import contact or organization data into NowCRM using a CSV or Excel file. The workflow is identical for both record types, and you can either watch the video tutorial (click here) or follow the written instructions below.

1. Access the import menu

Locate the import menu in the upper right area of the screen.

Choose the type of data you intend to import. You can select either import contacts or import organizations.
This selection defines the fields and options that will be available in the next steps.

2. Prepare your file

Save your dataset in CSV or Excel format before starting the upload.

If you are unsure about the formatting requirements, download the sample CSV displayed on the import screen.
The sample file illustrates the expected structure, provides example values, and shows how fields should be organized.

3. Upload your file

Upload your file by dragging it into the upload area or by clicking and selecting it from your device.

After the file is processed, the system displays the mapping table. This table shows your file’s columns alongside the fields used in NowCRM.

4. Map your columns

Review each column header from your file and assign it to the appropriate NowCRM field.
This ensures correct placement of data such as names, emails, addresses, and custom fields.

If a column should not be imported, disable it using the provided toggle.

Confirm that all required information is mapped correctly. Incorrect mapping can lead to incomplete or misplaced data.

5. Configure import options

Scroll down to access additional settings related to the import process.

target list

Add the incoming records to an existing list, or create a new list during the import if you need separate grouping or segmentation.

subscription

Manage email subscription preferences for the imported records.
deduplication

Choose whether to remove duplicate rows based on required fields in a file you uploaded.
The system first checks duplicates by the first required field, then refines matches using the next required fields in order.

6. Review columns

Two groups of columns are displayed to help you verify what will be included in the import:

available columns

All fields that have been selected and mapped. These indicate which pieces of data will be transferred into the system.

required columns

Fields that the system uses for validation.

A row is imported only if it contains at least one value in a required field.
For example, setting email as a required field ensures that rows without an email address are excluded from processing.

7. Preview your data

Use the preview section to validate the results before finalizing the import. Check that the dataset that will be imported matches your file and does not contain unexpected or missing values.

8. Complete the import

Once the configuration is confirmed, choose one of the final actions:

import to process the file and add the records to the system.

cancel to exit the workflow without importing any data.

The same procedure applies when importing organization records.