Help Center

Import from a CSV

Importing a CSV file into CircleCloser

  1. Click on Add Contact on the top right of your Dashboard
  2. Select Bulk Import: Upload a File
  3. Click on Choose File
  4. Toggle on Advanced Import Options
  5. Click on Prospects, Clients, Professionals (whichever is appropriate for this list)
  6. Click Continue
  7. Fix any mapping errors and click Continue to finish the import

Troubleshooting tips

  • Make sure your file has headers. For example: First Name, Last Name, Email, Mobile Phone, etc.
  • Make sure there is no extra data above the Header line
  • Make sure your file is saved as .csv . Microsoft Excel worksheets (xls) or Pages files will not import. You must save them as .csv first.