Importing contacts from a CSV file

If you have an existing contact list in a spreadsheet, you can import it into the Faktorist CRM in bulk using a CSV file.

Preparing Your CSV

Your CSV file should include the following columns (order does not matter):

• name (required) — Full name of the contact.
• company (required) — Company name.
• email (required) — Contact email address.
• phone — Phone number with country code.
• country — Country name or ISO 2-letter code.
• position — Job title or role.
• tags — Comma-separated tags (e.g., "apparel, EU market").
• notes — Any additional context.

Importing

1. Go to CRM → Contacts and click Import.
2. Upload your CSV file.
3. Map your CSV columns to Faktorist fields using the column mapper.
4. Preview the first 5 rows to verify mapping is correct.
5. Click Import. A progress bar shows the import status.

Duplicate Handling

The system checks for duplicates by email address. If a matching email is found, you can choose to skip, update, or create a new record. We recommend Update to enrich existing contacts with new data without creating duplicates.