SalesOS
Pipeline
3
TM
Tom Miller
Admin
Back to pipeline
Import contacts
Upload a CSV, map its columns, then choose how duplicate contacts are handled.
1
Upload a file
2
Match columns
3
Confirm import
Drag and drop your CSV here
Maximum file size: 20 MB
Choose file
Match columns
Match a name and at least one duplicate key: Email or Phone number. SalesOS controls owner and create date automatically.
File column
Sample values
Contact field
Map Contact name, or map both First name and Last name.
Back
Continue
Confirm import
Review the preview and duplicate check before starting the import.
Ready to import
0
Needs attention
0
Duplicates found
0
Mapped fields
0
Duplicate check
0
Email is matched first; otherwise SalesOS uses normalized name and phone. Earlier rows in this CSV are checked too.
No matches were found in SalesOS or earlier rows in this CSV.
Import preview
First 1 rows from contacts_import.csv
First Name
Last Name
Email
Phone
Company
Lead Source
Notes
Only mapped Contact and Manual Deal fields will be imported. Unmapped columns are ignored; LOS and SFR records remain unchanged.
Back
Start import
CSV
contacts_import.csv
1 row · 1 KB
All contacts
History
Import CSV
Add contact
All sources
Contact owner
Created by
Lead status
Priority
Contact type
Create date
Last activity date
YouLand customer
Next follow-up date
Name
Lead status
Priority
Lifecycle stage
LOS loan status
Marketing status
Company
Owner
Created by
Number of contacts:
12,238
Rows per page: 100 ▾
1–100 of
12,238
1
2
3
…
125
Import completed — 1 contact created
Back to pipeline
AC
Avery Collins
avery.collins@example.com
Lead status
Fresh
Marketing status
Non-marketing
Priority
Medium
History
Contact overview
Deals
Recent activity
Tasks
Contact information
Edit
First name
Avery
Last name
Collins
Primary email
avery.collins@example.com
Primary phone
(555) 010-0123
Company
Acme Holdings LLC
Contact type
Borrower
YouLand customer
No
Next follow-up date
Add
Source
CSV import
Data highlights
Create date
10/14/2026
Lifecycle stage
Lead
Last activity date
Notes
Add
3 new actions for today
Replay