Put the contact worksheet first
Use one row per contact and keep each type of information in its own column. If first and last names are separate, combine them into one full-name column for the Name field.
Bring your Excel contacts into the CRM
To move contacts from Excel into My Contacts Cloud, save the workbook as .xlsx and keep the contacts on the first worksheet. Open Import → From Excel file, select the workbook, check the header option and map the columns. Name is required. Start with a small batch and check the results.
The 16 fields in the Excel template
The first worksheet contains the contact columns and a fictional example. Replace or delete that example. The second worksheet explains the mapping. You can use your own workbook instead and assign its columns in the import form.
| Column | Contact field |
|---|---|
| A | Code |
| B | Name — required |
| C | Address |
| D | Postal code |
| E | City |
| F | State / province |
| G | Country |
| H | Phone 1 |
| I | Phone 2 |
| J | |
| K | Website |
| L | Company |
| M | Tax ID |
| N | Job title |
| O | Department |
| P | Notes |
Import your contacts step by step
Open the Excel import
In My Contacts Cloud, open Import and choose From Excel file. Select the .xlsx workbook containing your contacts.
Check the header option
Enable First row contains headers if the first row holds column names. Confirm that the contact data is on the workbook’s first worksheet.
Map the columns
Assign each column to its contact field. For example, select B for Name, E for Phone 1 and F for Email if that is how your own workbook is arranged. Leave fields you do not need unassigned.
Test with a small batch
Start with a few fictional or carefully checked contacts. Stay within the file size limit and your plan’s remaining contact capacity.
Review the result
Read the summary, then open several contact records. Check names, accents, phone numbers and email addresses before importing the remaining contacts.
Watch the Excel import tutorial · English · 05:09
How duplicate checks work
Before adding a contact, My Contacts Cloud compares non-empty Phone 1, Phone 2 and Email values with existing contacts and contacts already added in the same import. One matching value is enough to skip the new record. Comparisons ignore letter case and spaces at the beginning and end.
The import does not merge contacts or update existing records. It does not standardize punctuation, spaces within phone numbers or country prefixes: +34 600 000 000 and +34600000000 may not match. Use consistent formatting in the workbook before importing.
Troubleshoot the import
| What happened | What to check |
|---|---|
| The file will not open | Save it as .xlsx, check its size and select the correct workbook. |
| The header row was imported as a contact | Check the First row contains headers option. |
| A row is missing | Check Name, a matching phone or email, a repeated code and your remaining contact capacity. |
| The wrong data was imported | Move the contact worksheet to the first position in the workbook. |
| A phone number lost its prefix or zeros | Format the source cells as text before saving the workbook. |
| Groups or reminders are missing | Set them up in the app after importing the 16 contact fields. |
Start working with the imported contacts
Open a contact, check the details and add what you need: an interaction, a document or a meeting with participants. Add a reminder to an interaction to keep track of its next action.
Frequently asked questions
Can I import a CSV directly?
Open the CSV in your spreadsheet app and save it as .xlsx before using this import option.
Which worksheet is imported?
The importer reads the first worksheet in the workbook.
Which contact field is required?
Name is required. Code can be left blank for automatic generation. The other mapped fields are optional.
Will an import update or merge existing contacts?
No. The import adds contacts and skips matches found by its duplicate check. It does not update or merge existing records.
Can this template import events, interactions or groups?
No. It maps 16 contact fields. Set up groups, tags, interactions, reminders and events in the app afterwards.
What is the file size limit?
The import form displays a 10 MB limit. The number of contacts you can add also depends on your workspace’s remaining contact capacity.
Try it with your own contacts
Try My Contacts Cloud for 10 days with all features included. No credit card required.