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How to bulk import contacts from a CSV file

Learn how to import your client list into the GoProposal Contact Hub using a CSV file.

Written by Russell Henderson

Importing your clients into the Contact Hub helps you manage renewals and AML checks efficiently. Follow these steps to upload your client list from a CSV file.

Step 1 - Prepare your CSV file

  1. Export your client list from your current system in CSV format.

  2. Ensure the file includes the following fields:

    • Company name

    • First name

    • Last name

    • Email address

    • Phone

    • Mobile

    • Address

    • Notes

Step 2 - Upload the CSV file to GoProposal

  1. Go to the Contact Hub.

  2. Click Import from and select CSV file.

  3. Click Browse files for CSV and upload your file.

  4. Match each CSV field to the corresponding Contact Hub field.

  5. Set the list type as Client or Prospect.

    • If your file includes both, adjust individual records in the Preview Records tab

  6. Click Complete to finish the import. The process runs instantly.

Step 3 - Tips for a successful import

  • Check your CSV for duplicate records before uploading

  • Ensure email addresses are valid to avoid errors

Need Support?

Visit the Community Hub or contact us in the chat.


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