Import contacts using a CSV file

May 23, 2025

Overview

This guide shows you how to import contacts into GROW using a CSV file. You’ll learn how to upload your file, map the fields, confirm your data, and—if needed—import Opportunities at the same time.

Perfect if you're moving from another CRM, onboarding leads, or launching a new campaign.

Prerequisites

Before you begin, make sure:

You have Admin access to GROW
Your file is in .csv format (no Excel or Google Sheets)
File size is under 30MB (split it up if needed)
The CSV has just one tab
The first row contains headers, and at least one header matches a GROW field

Tip: Need help formatting your CSV? Check out [CSV File Format for Importing Contacts and Opportunities].

Step-by-step instructions

Step 1: Go to the Contacts tab

Click the Import Contacts button from the navigation toolbox.

Step 2: Choose what to import

Select if you're importing just Contacts or both Contacts and Opportunities.

Step 3: Upload your CSV file

Click Next, upload your .csv file, and select the right import type:

Add new contacts
Or Update existing contacts

Step 4: Map columns to fields

Make sure each column in your file is matched to a field in GROW.

Check Don’t update empty values to protect existing data
Leave fields unmapped if you don’t need them—just tick the box to move on
All mandatory fields must be mapped

Step 5: Verify and finalize

Before importing, double-check:

Your field mappings
Any tags or workflows you want applied to these specific contacts
Custom field assignments

Optional actions:

Create a SmartList
Add contacts to a workflow
Tag imported contacts for segmentation

Monitor import status

Track your import under Bulk Actions.

Click Show Stats to see your import summary
Download the error log from the Error tab if anything goes wrong

Expected outcome

Once you complete the steps, your contacts (and opportunities if selected) will be added to GROW. You’ll see them in your Contact list, tagged, sorted, and ready for automation.

FAQs

Q: Can I import without email or phone?

Yes—as long as you have at least one of these: name, email, or phone.

Q: Can I skip some CSV columns?

Yes—just leave them unmapped when matching fields.

Q: Can I update existing contacts?

Absolutely. Choose Update or Create and Update, and match using Contact ID or Email.

Q: Where can I view previous imports?

Check your import history in Bulk Actions.

Still need help?

Reach out to our support team via [email protected]