Customers & CRM

How to Import Contacts from a Spreadsheet or Other CRM

Bulk import your existing customer list into Local Business Pro using CSV or Excel files.

beginner 5 min read import contacts csv spreadsheet
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Quick Answer: Go to Operations > Contacts, click the three-dot menu, select 'Import Contact List', download the template, fill in your data, and upload. Map columns and confirm the import.

Before You Import

  • Export your contacts from your current system as CSV or Excel
  • Clean up obvious duplicates in your spreadsheet first
  • Ensure phone numbers include area codes
  • Standardize how names are formatted

Step-by-Step Import

  1. Navigate to Operations > Contacts
  2. Click the three-dot menu (⋮) in the header
  3. Select Import Contact List
  4. Download the template to see required format
  5. Match your data to the template columns
  6. Upload your completed spreadsheet
  7. Map columns - match your headers to Local Business Pro fields
  8. Preview the import to check for errors
  9. Click Confirm to complete the import

Template Fields

  • Name (required): Customer full name
  • Phone (recommended): Phone number with area code
  • Email: Email address
  • Address: Street address
  • City, State, Zip: Location fields
  • Notes: Any notes about the customer

Frequently Asked Questions

Q: How many contacts can I import at once?
A: The system handles thousands of contacts per import. Large imports may take a few minutes to process.

Q: What if some rows have errors?
A: The preview shows problematic rows. You can fix them in your spreadsheet and re-upload, or import the valid rows and fix the rest later.