What if my import file doesn’t include emails or phone numbers?

Most CRMs require at least one unique identifier such as an email or phone. If your CSV does not include email/phone, you may need to use another unique field (like a Contact ID) or add a unique identifier column before importing.

BizStackPro Contacts Help Guide

Bulk Actions: Import and Export Contacts

Q: Can I export specific data fields from contacts?

Yes. When exporting contacts, you can usually choose which columns/fields to include (for example, phone and additional phone numbers) so your CSV includes the data you need.

Q: Is automatic contact export possible?

Bulk contact exports are typically manual actions. If you need ongoing backups, plan a recurring manual export process (or use integrations if available in your account).

Q: Can I assign imported contacts to workflows or campaigns?

In many cases, yes—but typically only for new contacts. Be cautious: assigning campaigns/workflows during import can trigger automations immediately, so test with a small batch first.

Export contacts for backups and reporting, or import a prepared CSV while managing field mapping, duplicates, tags, and automation settings.

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Quick Answer

How do you import or export contacts in BizStackPro?

Open Contacts or a Smart List. To export, select the contacts, choose the export action, select the fields you need, and download the completed CSV. To import, upload a cleaned CSV, map its columns to the correct BizStackPro fields, choose how duplicates should be handled, review tags and automation options, and track the request under Contacts → Bulk Actions.

Importing and Exporting Contacts

Import and export tools help you move, back up, review, and update contact information using structured CSV files.

Exporting creates a downloadable copy of selected contact fields. It can be used for backups, reporting, data cleanup, migration, or sharing approved information with your team.

Importing creates or updates contact records after each CSV column has been mapped to the correct BizStackPro field.

Without a clear process, imported data can become inconsistent, create duplicate records, overwrite information, or trigger unintended workflows and campaigns.

Test imports before processing the full file

Use a small import of approximately 10–25 contacts to confirm field mapping, duplicate handling, tags, and automation behavior.

Import and Export at a Glance

Location Contacts or Smart Lists

File Type CSV

Export Control Select Columns

Import Setup Upload and Map Fields

Duplicate Options Add, Update, or Both

Tracking Contacts → Bulk Actions

Before You Begin

Prepare the contact selection or CSV file before starting the import or export process.

Decide whether you need a backup, report, migration file, or contact import.
Confirm which contacts or Smart List should be exported.
Decide which contact fields must be included in the export.
Use a CSV with a clear header row for imports.
Remove obvious duplicates and correct formatting problems before uploading.
Confirm that the file contains a reliable unique identifier.
Review whether tags, campaigns, or workflows should be applied.
Export a backup before using an import to update existing contacts.
Sign in to your BizStackPro account.

Step-by-Step: Export Contacts

Select the contacts and fields that should be included in the downloaded CSV.

Open Contacts or a Smart List

Open Contacts or the Smart List containing the records you want to export.

Select the Contacts

Select individual records with their checkboxes, or use the checkbox at the top of the table to select the current page.

Select the Full Database When Needed

To include every contact, use the additional link that appears after selecting the current page, commonly labeled Select all in company.

Open the Export Option

Choose the available export control from the bulk actions menu or the Contacts import and export controls.

Select the Export Columns

Choose the fields that should be included in the CSV, such as names, email addresses, phone numbers, additional phone numbers, tags, or other available contact fields.

Start the Export

Confirm the contact count and selected fields, and then begin the export.

Download the CSV

Download the completed file when the export is ready and save it in a secure location.

Include additional contact fields when needed

If contacts contain additional email addresses or phone numbers, include those columns when available so the exported file is complete.

Exports are typically manual

Create a regular weekly or monthly export routine when you need ongoing backups of your contact data.

Step-by-Step: Import Contacts

Prepare the CSV, map its columns, choose how existing contacts should be handled, and review optional automation before submission.

Prepare the CSV

Use a .csv file with a header row containing field names such as First Name, Last Name, Phone, Email, and Tags.

Clean the Contact Data

Remove obvious duplicates, fix formatting problems, and standardize values before uploading the file.

Format Phone Numbers Consistently

Use a consistent format, such as E.164 formatting with the country code when appropriate.

Remove Unsupported Fields

Do not include unsupported field types such as file uploads or signature fields in the CSV.

Upload the CSV

Open the contact import option and select the prepared CSV file.

Map the Fields

Match each CSV column to the correct BizStackPro contact field. Create a supported custom field when necessary, or skip data that should not be imported.

Choose How to Handle Duplicates

Select whether the import should add new contacts, update existing contacts, or do both.

Confirm the Unique Identifier

Use a reliable unique value such as an email address, phone number, Contact ID, or another supported unique field.

Add Tags

Map a Tags column or apply a tag to the entire imported batch when that option is available.

Review Campaigns and Workflows

Confirm whether imported contacts should enter a campaign or workflow. When available, limit automated enrollment to new contacts.

Name and Submit the Import

Give the import batch a descriptive name, review the settings, and submit the CSV for processing.

Track the Import

Open Contacts → Bulk Actions or the available bulk requests list and monitor the import until processing is complete.

Verify the Results

Open several imported or updated records and confirm that the data, tags, duplicate handling, and automation behavior are correct.

Campaigns and workflows may start immediately

Test a small import before processing the complete file so you do not enroll the wrong contacts or trigger unintended messages.

Imports without email or phone need another identifier

When the CSV does not contain email addresses or phone numbers, use another supported unique field, such as a Contact ID, to prevent mismatches.

Import and Export Best Practices

Export Before a Large Import

Reason: A current export provides a backup before an import changes existing contact records.

Clean the CSV Before Uploading

Reason: Correcting duplicates, inconsistent formatting, and missing information before upload reduces import errors.

Use a Reliable Unique Identifier

Reason: Email, phone, Contact ID, or another supported unique value helps BizStackPro match records accurately.

Test with a Small Import

Reason: A test confirms field mapping, duplicate handling, tags, and automation behavior before the complete file runs.

Review Automation Before Submission

Reason: Campaigns and workflows may begin as soon as imported contacts are processed.

Store Exports Securely

Reason: Exported files may contain contact and business information that should only be available to authorized users.

Frequently Asked Questions

Can I export specific data fields from contacts?

Yes. Select the columns or fields you want included in the CSV, such as phone numbers, additional phone numbers, email addresses, tags, or other available contact fields.

Is automatic contact export possible?

Bulk contact exports are typically manual. For ongoing backups, create a regular manual export routine or use an available integration when supported by your account.

What if my import file does not contain email addresses or phone numbers?

Use another supported unique identifier, such as a Contact ID, or add a reliable unique field before importing. Without one, existing contacts may not be matched correctly.

Can I assign imported contacts to workflows or campaigns?

In many cases, yes, but it is generally safest to apply them to new contacts only. Test a small import first because the automation may begin immediately.

Continue Learning

Use these related guides to prepare CSV files, troubleshoot imports, manage duplicates, and review bulk requests.

Browse This Help Category

Continue with more BizStackPro Contacts and bulk-action guides.

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Find additional BizStackPro guides for contacts, conversations, workflows, campaigns, opportunities, payments, and other platform features.

Recommended Next Step

Export a Backup and Test a Small Import

Before importing a large contact file, export the current contact database and store the CSV securely.

Import approximately 10–25 test contacts and confirm the field mapping, duplicate handling, tags, and automation behavior before submitting the complete file.

Keep Contact Data Organized with BizStackPro

BizStackPro connects contacts, tags, Smart Lists, campaigns, conversations, workflows, and bulk actions so you can import, organize, update, and use CRM data from one integrated platform.

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