Quick Answer
How do you import and export contacts with a CSV file?
Prepare a .csv file with a header row, open Contacts → Import, upload the file, map each column to the correct BizStackPro field, review duplicate and import settings, then submit the import. To export contacts, open Contacts → Export, apply filters if needed, and download the generated CSV file.
Why Use CSV Import and Export?
Managing a large number of contacts one record at a time is not practical when you need to move, update, or organize data in bulk.
CSV import and export lets you work with larger contact datasets, update records in bulk, standardize contact information, and move data between BizStackPro and a spreadsheet.
During an import, CSV columns can be mapped to standard or custom contact fields so the data is placed in the correct location.
BizStackPro also provides import status information and error logs that can help identify rows or fields that fail during processing.
Prepare the file before importing
Clear column names, consistent formatting, and careful field mapping can help reduce errors, duplicate records, and inconsistent contact data.
CSV Import and Export at a Glance
Before You Begin
Prepare the CSV carefully before importing contact records.
- Use a .csv file.
- Include a header row containing clear column names.
- Keep the file within the upload limits available in your account.
- For new contacts, include a name and a phone number or email address when required.
- For updates, include Contact ID when possible along with the fields you want to update.
- Review duplicate-contact settings before importing a large list.
- Remember that updates to existing contacts generally cannot be automatically undone.
Be careful when updating existing contacts
New contact imports can typically be reverted, but updates made to existing contact records usually cannot be automatically undone.
How to Import Contacts
Upload the CSV, map its columns, review the import settings, and monitor the results.
Open Contact Import
Go to Contacts → Import.
Upload the CSV
Select the CSV file you prepared.
Choose whether you are creating contacts, updating existing contacts, or using another available import option.
Map the Fields
Match each CSV column to the correct BizStackPro contact field.
This can include standard fields as well as available custom fields.
Review Import Settings
Confirm duplicate-handling options and any available tag, workflow, or other import settings before proceeding.
Submit the Import
Start the import after reviewing the field mapping and settings.
Monitor the Import
Review the import or Bulk Actions history to monitor progress and identify errors.
Create a custom field when needed
If the CSV contains information that does not match an existing field, create an appropriate custom field first, or during mapping when that option is available, and then map the column to it.
Common Field Formatting Tips
+15551234567.
[email protected] and remove spaces or obvious
formatting errors.
YYYY-MM-DD or MM/DD/YYYY, rather
than mixing formats.
Troubleshooting Common Import Errors
Download the error log
After a failed import, download the available error log, correct the affected CSV rows or fields, and then upload the corrected file.
How to Export Contacts
Export contact records to CSV when you need to review, clean, or work with contact data outside BizStackPro.
Open Contacts
Go to Contacts.
Choose Export
Click Export.
Apply Filters
Apply filters when needed, such as tags, Smart Lists, date ranges, or other available criteria.
Choose Columns
Select the columns you want included when that option is available.
Generate and Download the CSV
Generate the export and download the CSV file when it is ready.
CSV Import and Export Best Practices
Frequently Asked Questions
What file format should I use to import contacts?
Can I import multiple contacts at once?
Can I update existing contacts during the import process?
Can I undo an import if there are mistakes?
How do I export contacts from the platform?
Continue Learning
Continue learning how to prepare, import, and manage contact data with these related Help Center guides.


