How to create a CSV import file


Create a CSV file to:
  • Import new contacts in bulk
  • Update existing contacts using Merge Import

Download and fill in our import_template.csv to help you get started.


1
Set up your column headers

Your first row should contain column headers. These help OnePageCRM match your data to the correct fields during import.

See the table below with all available fields you can map your data to during import.
  • Title
  • First name
  • Last name
  • Job title
  • Organization
  • Status
  • Email (Work)
  • Email (Home)
  • Phone (Work)
  • Phone (Mobile)
  • Phone (Home)
  • Website
  • Address
  • Zip/Postcode
  • City
  • State
  • Country
  • Background
  • Tags
  • Next Action text
  • Next Action date
  • Lead source
  • Custom fields
  • Notes

2
Create Custom fields (if needed)

If you wish to import data into fields that do not already exist in OnePageCRM, you must create Custom Fields in OnePageCRM before starting the import.

3
Use one row per contact

Each row in your CSV file should represent a single contact.

Each column should represent a specific piece of information, such as:

  • First name
  • Last name
  • Organization name
  • etc.

    • 4
    Include Last name or Organization name

    To create new contacts, you must include either a Last name or Organization name.

    5
    Group contact within the same organization

    To group contacts under the same organization, make sure the Organization name is spelled consistently across all contacts

    6
    Best Practice for importing email addresses and phone numbers

  • Include the country code with your phone numbers, e.g., +1 for the USA
  • Use separate columns if you import multiple email addresses (e.g., Email (Work), Email (Home)) or phone numbers (e.g., Phone (Work), Phone (Mobile))

    • 7
    Split address into separate columns

  • Address (Street)
  • Zip/Postcode
  • City
  • State
  • Country

    • This ensures more accurate mapping and better organisation of your contact data in OnePageCRM.

    8
    Clean and organize your data

    Before importing, make sure you:
  • Split full names into First name and Last name columns
  • Use the correct format for Emails and phone numbers
  • Remove duplicate contacts
  • Delete empty or unnecessary columns
  • Keep formatting consistent throughout the file

    • Clean data reduces errors and improves import accuracy.

    9
    Save your file in the correct format

  • Save the file as CSV (Comma Separated Values)
  • Use UTF-8 encoding (recommended)
  • Ensure the file contains only one sheet

    • 💡 To import special characters (á, è, õ, ü, ć), save your file with Unicode UTF-8 encoding.

    💡 If you get Invalid file separator errors, remove trailing commas and use commas (not semicolons). Use Excel’s Find & Replace to fix this.


    10
    Test with a small sample first

    We recommend importing a small number of contacts (e.g., 5–10) first to:
  • Check that fields are mapped correctly
  • Confirm everything imports as expected

    • Once you're happy, proceed with your full import.

    💡 You can Undo any import within 24 hours.

    Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

    Still need help? Contact Us Contact Us

    Related Articles