Import Contacts via CSV: Format and Troubleshooting
Reference-level detail on formatting rules, importing opportunities alongside contacts, and fixing import errors.
File requirements
.csv only, single sheet, max 30MB, one header row, remove blank rows and unused columns.
Required fields
At minimum: First Name, Email Address, or Phone Number. For updates, include a unique identifier matching your deduplication settings.
Formatting specifics
| Field type | Format |
|---|---|
| Dates | MM/DD/YYYY, YYYY/MM/DD, MM-DD-YYYY, or YYYY-MM-DD |
| Phone numbers | E.164 preferred |
| Tags | Comma- or semicolon-separated |
| Multi-select fields | Comma- or semicolon-separated, matching existing options |
| Additional emails/phones | Each in its own column |
Custom fields must already exist with a matching label and data type.
Importing contacts and opportunities together
Choose Import Contacts and Opportunities rather than a contacts-only import; Vendi Today links each opportunity to its contact automatically.
Fixing common import errors
- Formatting problems — clear extra sheets, check required columns, confirm dropdown values match.
- Duplicate or identifier issues — every row needs a unique Primary Column value.
- Data type errors — E.164 phone format, matching date formats.
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