Import contacts from a CSV file
Updated
Upload a CSV file to add many contacts at once, then check what was imported and what was skipped.
Before you start: make sure the first row of your file holds the column names, such as Name, Email and Phone.
Import the file
- On Contacts, select Import CSV. You can also select Import on Today, or press ⌘K (Ctrl K if you're not on a Mac) and choose Import contacts.
- Select the upload area and choose your .csv file, or drag the file onto it.
- In the Maps to column, check the field Ostira picked for each of your columns. Change any that are wrong, and choose Skip for columns you don't need.
- Select Next: Preview.
- Check the preview of your first 5 rows.
- Select I have permission to text and email the people in this file.
- Select Import contacts.
You need a name for every contact. Map one column to Full name, or map columns to First name and Last name. Until you do, Next: Preview stays turned off.
The fields you can map
| Field in the Maps to list | What goes in it |
|---|---|
| Full name | The whole name in one column |
| First name / Last name | Used when there's no full-name column |
| One email address | |
| Phone | One phone number |
| Tags (comma-separated) | Several tags in one cell, split by commas or semicolons |
| Lead Source | Where the contact came from, such as Zillow or Referral |
What happens next
When the import finishes, you see "Import complete" with these counts:
- Imported: new contacts added.
- Skipped (duplicates): rows whose email or phone already belongs to a contact, including an earlier row in the same file.
- Over plan limit: rows left out because the free plan's 25-contact limit was reached. This only shows when it happens.
- Errors: rows that couldn't be saved. They're listed under "Rows not imported" as "Row N: …". Row numbers count data rows, not the header row.
Ostira doesn't start conversations with imported contacts. To have Ostira reach out to someone, use Add a lead instead.
Select View contacts to see them, or Import another file.
If something goes wrong
Rows with no name, a badly formed email or a phone number Ostira can't read aren't imported. See CSV import errors for each message and how to fix it.
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Still stuck? Email support@ostira.com.