How to Import Contacts in Bulk Using a CSV File

Overview

The Bulk Upload feature lets you import people and companies into your Introzy contacts in one step. Instead of adding contacts one by one, you prepare a CSV file, map your data to the correct column headers, and upload it directly from the People page.

Introzy's smart import automatically links employees to their companies based on matching email domains — so [email protected] and [email protected] will both be associated with Acme Corp.

Before You Start

You will need access to the Contacts > People section in Introzy.
Your file must be in CSV format (.csv).
The maximum file size is 5 MB.
Download Introzy's template (see Step 1) — it includes example data and all supported column headers, so you don't have to guess the format.

Step 1: Choose and Download a Template

Introzy provides three CSV templates depending on what you're importing. Each template includes example rows and all supported fields.

Go to Contacts > People, click + Add Contact, then select Bulk Upload from the dropdown.

Under Template Type, choose the option that best fits your data:

Template	Best For
Contacts Only	Adding individual people to existing companies
Companies + Employees	Full company onboarding with multiple employees
Solution Provider Setup	Creating a company profile with key contacts for SP/Marketplace use

Click the Download Template button for your chosen type. Open the file in a spreadsheet app (Excel, Google Sheets, Numbers) to fill in your data.

Tip: All three templates use the same column headers. The difference is in how Introzy interprets the type field to structure relationships between people and companies.

Step 2: Format Your CSV

Required Columns

Every row must include the following fields, or the row will be skipped on import.

For a Person row:

Column	Description
`type`	Must be set to `person`
`first_name`	Contact's first name
`last_name`	Contact's last name
`email`	Contact's email address

For a Company row:

Column	Description
`type`	Must be set to `company`
`company_name`	Name of the company

Optional Columns

These fields can be included in any row. Leave the cell blank if you don't have the data — do not delete the column header.

Column	Notes
`phone`	Phone number
`company_website`	Full URL (e.g., `https://acme.com`)
`company_industry`	Industry category
`title`	Job title
`location`	City, region, or country
`notes`	Free-text notes about the contact
`tags`	Separate multiple tags with semicolons: `tag1;tag2;tag3`

Formatting Rules to Follow

The type column is required on every row. Use person or company exactly (lowercase).
Tags must be semicolon-separated, not comma-separated. Example: "partner;enterprise;2026"
Do not add extra columns — unrecognized headers are ignored.
Keep column headers exactly as shown — the import is case-sensitive to header names.
One row per contact or company. If a person works at a company, include one row for the company and one row for the person. Introzy links them automatically if their email domain matches.

How Smart Company Linking Works

Introzy automatically groups people under the same company when their email domains match. For example:

[email protected] → linked to Acme Corp
[email protected] → linked to Acme Corp

This means you don't need to manually associate every person to their company row — the import handles it based on email domain.

Step 3: Upload Your File

Once your CSV is ready:

In the Bulk Upload Contacts modal, scroll to Section 2: Upload Your CSV File.
Drag and drop your .csv file into the upload area, or click to browse your files.
Wait for the file to be processed. A confirmation will appear when the import is complete.

After a successful upload, your new contacts will appear in Contacts > People and Contacts > Companies.

Note: You can also check Background Jobs in the left navigation to monitor the status of a large import.

Limits and Restrictions

Limit	Value
Maximum file size	5 MB
File format	CSV (`.csv`) only
Column headers	Must match Introzy's template exactly
Tags delimiter	Semicolon (`;`)

Common Issues

Contacts aren't showing up after upload Check Background Jobs in the left sidebar — the import may still be processing. Large files can take a few minutes.

Some rows were skipped A row will be skipped if a required field is missing. For person rows, confirm that type, first_name, last_name, and email are all filled in. For company rows, confirm type and company_name are present.

Tags aren't importing correctly Tags must be separated by semicolons, not commas. Make sure the tags column contains values like partner;vip and not partner, vip.

Company not linking to employees Smart linking works based on email domain matching. If a person's email domain doesn't match an existing company's domain in your account, they'll be imported as unlinked. You can manually associate them after import.

File is too large to upload The maximum file size is 5 MB. If your file exceeds this, split it into smaller batches and upload them separately.