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Importing Contacts

Import existing contacts into Deiza

5 min read

# Importing Contacts


Bring your existing contacts into Deiza.


CSV Import


Prepare Your File

Create a CSV with columns:

name,email,phone,company,status,notes

John Smith,john@example.com,555-1234,ABC Corp,new,Met at conference


Required Fields

  • name: Contact's full name
  • email: Email address

  • Optional Fields

  • phone
  • company
  • address
  • status (new, contacted, qualified, proposal, customer, lost)
  • notes
  • Any custom fields

  • Import Steps

  • Go to Leads > Import
  • Upload your CSV file
  • Map columns to fields
  • Review preview
  • Click Import

  • Duplicate Handling


    When importing, Deiza checks for duplicates by email:

  • Skip: Don't import duplicates
  • Update: Update existing with new data
  • Create: Create new contact anyway

  • Import Limits


    | Plan | Contacts per Import |

    |------|---------------------|

    | Free | 100 |

    | Grow | 1,000 |

    | Scale | 10,000 |


    After Import


    Imported contacts appear in your Leads list:

  • Review for accuracy
  • Add to appropriate stages
  • Set up follow-ups

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