Import your contacts from a spreadsheet

1. 1

   Save your spreadsheet as a CSV

   Save your spreadsheet as a CSV file with one sheet, under 30 MB. Excel and Google Sheets files need to be downloaded as CSV first.

2. 2

   Open the import tool

   In your RiverX account, go to Contacts and click "Import Contacts."

3. 3

   Choose the contact type

   Choose "Contacts," then click "Next."

4. 4

   Upload your CSV and pick how to handle it

   Upload your CSV and choose how to handle it: create new contacts, update existing ones, or create and update.

5. 5

   Match each column to a field

   Match each column to a field. Columns you don't match are skipped. Tick "Don't update Empty Values" if you don't want blank cells to erase existing info.

6. 6

   Add a tag to the whole file

   Optionally add a tag to everyone in the file, such as "imported october," so you can find them later.

7. 7

   Confirm permission and start

   Confirm you have permission to contact these people, then start the import.

8. 8

   Check progress and fix errors

   Check progress under Contacts, then "Bulk Actions." If any rows failed, open the import and download the error list.

Good to know

• Every row needs at least a name, email, or phone number.
• Existing contacts are matched by email, then phone. Remove duplicate rows from your file first.
• If you need a custom field, like "roof type," it has to exist before you import. Ask us and we'll add it.
• Only import people who gave you permission to contact them. See /how-to/stay-compliant.