If you already have a list of contacts in a spreadsheet, you can import them all at once instead of adding them one by one.
How to import a CSV
- Go to CRM in the sidebar
- Click the Contacts tab
- Click the Import CSV button
- Select your CSV file
- Flotira will import your contacts and show you a summary — how many were added, updated, or skipped
How should my CSV be formatted?
Your file needs a header row. Flotira recognizes these column names:
| Column | Required? |
|---|---|
| name | Yes |
| Recommended | |
| phone | Optional |
| company | Optional |
| title | Optional |
| status | Optional |
| tags | Optional |
| notes | Optional |
Column names are not case-sensitive. Extra columns are ignored.
What happens to duplicates?
If a contact with the same email already exists, Flotira will update their record with any new information — it won't create a duplicate.
Tips
- Export your contacts from your old CRM or email tool as a CSV first
- Open the file in a spreadsheet app to check the column names before importing
- You can import as many times as you like — it's safe to re-import updated lists
Common issues
Import failed? Make sure your CSV has a "name" column and that the file is under 5MB.
Some contacts were skipped? Rows without a name are skipped automatically.