[{"data":1,"prerenderedAt":320},["ShallowReactive",2],{"docs-navigation-en":3,"\u002Fdocs\u002Fgetting-started\u002Fimport-contacts-csv-en":43,"\u002Fdocs\u002Fgetting-started\u002Fimport-contacts-csv-surround-en":317},[4],{"title":5,"path":6,"stem":7,"children":8,"icon":42},"Getting Started","\u002Fdocs\u002Fgetting-started","docs\u002F1.getting-started\u002F1.index",[9,12,17,22,27,32,37],{"title":10,"path":6,"stem":7,"icon":11},"Introduction","ph:house",{"title":13,"path":14,"stem":15,"icon":16},"Contacts","\u002Fdocs\u002Fgetting-started\u002Fcontacts","docs\u002F1.getting-started\u002F2.contacts","ph:users",{"title":18,"path":19,"stem":20,"icon":21},"Pipelines","\u002Fdocs\u002Fgetting-started\u002Fpipelines","docs\u002F1.getting-started\u002F3.pipelines","ph:kanban",{"title":23,"path":24,"stem":25,"icon":26},"Automations","\u002Fdocs\u002Fgetting-started\u002Fautomations","docs\u002F1.getting-started\u002F4.automations","ph:lightning",{"title":28,"path":29,"stem":30,"icon":31},"Custom Fields","\u002Fdocs\u002Fgetting-started\u002Fcustom-fields","docs\u002F1.getting-started\u002F5.custom-fields","ph:textbox",{"title":33,"path":34,"stem":35,"icon":36},"Contact Lists","\u002Fdocs\u002Fgetting-started\u002Fcontact-lists","docs\u002F1.getting-started\u002F6.contact-lists","ph:list-magnifying-glass",{"title":38,"path":39,"stem":40,"icon":41},"Import Contacts from CSV","\u002Fdocs\u002Fgetting-started\u002Fimport-contacts-csv","docs\u002F1.getting-started\u002F7.import-contacts-csv","ph:upload-simple","i-lucide-rocket",{"id":44,"title":38,"body":45,"dateModified":308,"datePublished":308,"description":309,"extension":310,"links":308,"meta":311,"navigation":312,"path":39,"seo":313,"stem":40,"__hash__":316},"docs_en\u002Fdocs\u002F1.getting-started\u002F7.import-contacts-csv.md",{"type":46,"value":47,"toc":294},"minimark",[48,52,57,60,63,93,96,118,129,133,168,171,175,178,181,189,193,196,213,216,220,227,230,236,240,245,251,255,258,262,265,269,272,276,279,290],[49,50,51],"p",{},"CSV import creates contacts and places them into a list from an uploaded file. Prepare the file before upload so headers, values, and contact identifiers are consistent.",[53,54,56],"h2",{"id":55},"prepare-the-csv-file","Prepare the CSV file",[49,58,59],{},"Use the first row for column headers and place one contact on each following row.",[49,61,62],{},"A simple file might contain:",[64,65,70],"pre",{"className":66,"code":67,"language":68,"meta":69,"style":69},"language-csv shiki shiki-themes material-theme-lighter material-theme material-theme-palenight","first_name,last_name,email,phone,company\nAda,Lovelace,ada@example.com,+442079460000,Example Ltd\nGrace,Hopper,grace@example.com,+12125550100,Example Inc\n","csv","",[71,72,73,81,87],"code",{"__ignoreMap":69},[74,75,78],"span",{"class":76,"line":77},"line",1,[74,79,80],{},"first_name,last_name,email,phone,company\n",[74,82,84],{"class":76,"line":83},2,[74,85,86],{},"Ada,Lovelace,ada@example.com,+442079460000,Example Ltd\n",[74,88,90],{"class":76,"line":89},3,[74,91,92],{},"Grace,Hopper,grace@example.com,+12125550100,Example Inc\n",[49,94,95],{},"Before uploading:",[97,98,99,103,106,109,112,115],"ul",{},[100,101,102],"li",{},"Remove title rows, merged cells, and totals.",[100,104,105],{},"Give every column a unique header.",[100,107,108],{},"Keep one type of value in each column.",[100,110,111],{},"Normalize email addresses and phone numbers.",[100,113,114],{},"Remove rows that contain no usable contact information.",[100,116,117],{},"Save the file as CSV rather than an Excel workbook.",[49,119,120,121,124,125,128],{},"Cleo accepts files with a ",[71,122,123],{},".csv"," extension or the ",[71,126,127],{},"text\u002Fcsv"," media type. The upload page currently accepts files up to 5 MB and up to 50 columns.",[53,130,132],{"id":131},"start-the-import","Start the import",[134,135,136,144,150,156,159,162,165],"ol",{},[100,137,138,139,143],{},"Go to ",[140,141,142],"strong",{},"CRM > Lists",".",[100,145,146,147,143],{},"Select ",[140,148,149],{},"New list",[100,151,152,153,143],{},"Choose ",[140,154,155],{},"Import CSV",[100,157,158],{},"Enter a name for the resulting list.",[100,160,161],{},"Select the CSV file.",[100,163,164],{},"Review the preview.",[100,166,167],{},"Submit the import.",[49,169,170],{},"The preview reads the header and sample rows in your browser. It helps catch an incorrect delimiter, missing header row, or unexpected column layout before upload.",[53,172,174],{"id":173},"choose-reliable-identifiers","Choose reliable identifiers",[49,176,177],{},"Email and phone values are the strongest common identifiers for contact imports. Use one person per row and avoid putting several email addresses into one cell.",[49,179,180],{},"Names are not reliable duplicate keys. Two people can share a name, and the same person may appear with a shortened or changed name.",[49,182,183,184,188],{},"If an external system provides a stable customer identifier, store it in a ",[185,186,187],"a",{"href":29},"custom field"," so future reconciliation does not depend only on names.",[53,190,192],{"id":191},"monitor-the-import","Monitor the import",[49,194,195],{},"After submission, Cleo returns to the lists page while the import is processed. Open the list to review:",[97,197,198,201,204,207,210],{},[100,199,200],{},"Current list status",[100,202,203],{},"Imported contact count",[100,205,206],{},"Latest error, if the run failed",[100,208,209],{},"Import history and timestamps",[100,211,212],{},"Contacts added to the list",[49,214,215],{},"A failed run displays its error on the list page. Correct the source data before starting another import.",[53,217,219],{"id":218},"re-import-an-existing-file","Re-import an existing file",[49,221,222,223,226],{},"Open a CSV-backed list and select ",[140,224,225],{},"Re-import CSV"," to process its stored file again. This is useful when a previous run failed for a temporary reason.",[49,228,229],{},"Re-importing is not a substitute for uploading a revised file. When rows or columns have changed, create a new list from the corrected CSV so the source is explicit.",[231,232,233],"note",{},[49,234,235],{},"Review possible duplicates after imports. Matching rules reduce repeated identity data, but no automatic match can safely resolve every missing, shared, or changed email address.",[53,237,239],{"id":238},"troubleshoot-common-csv-errors","Troubleshoot common CSV errors",[241,242,244],"h3",{"id":243},"the-file-is-rejected","The file is rejected",[49,246,247,248,250],{},"Confirm that the file ends in ",[71,249,123],{},", is no larger than 5 MB, has no more than 50 columns, and contains both a header row and at least one data row.",[241,252,254],{"id":253},"the-preview-shows-one-large-column","The preview shows one large column",[49,256,257],{},"The file may use a delimiter that the parser does not recognize. Export it as a standard comma-separated CSV and try again.",[241,259,261],{"id":260},"characters-look-incorrect","Characters look incorrect",[49,263,264],{},"Export the file using UTF-8 encoding. This preserves accented names and characters from different writing systems.",[241,266,268],{"id":267},"phone-numbers-lost-their-leading-plus-sign","Phone numbers lost their leading plus sign",[49,270,271],{},"Spreadsheet software may treat phone numbers as numeric values. Format the source column as text before exporting.",[241,273,275],{"id":274},"the-import-created-unexpected-categories","The import created unexpected categories",[49,277,278],{},"Standardize categorical values before upload. For example, choose one country or lead-source spelling rather than several variations.",[49,280,281,282,286,287,289],{},"Use the ",[185,283,285],{"href":284},"\u002Fguides\u002Fcrm-data-cleanup","CRM Data Cleanup"," guide before a large migration, and read ",[185,288,33],{"href":34}," to choose between imported and rule-based audiences.",[291,292,293],"style",{},"html .light .shiki span {color: var(--shiki-light);background: var(--shiki-light-bg);font-style: var(--shiki-light-font-style);font-weight: var(--shiki-light-font-weight);text-decoration: var(--shiki-light-text-decoration);}html.light .shiki span {color: var(--shiki-light);background: var(--shiki-light-bg);font-style: var(--shiki-light-font-style);font-weight: var(--shiki-light-font-weight);text-decoration: var(--shiki-light-text-decoration);}html .default .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .dark .shiki span {color: var(--shiki-dark);background: var(--shiki-dark-bg);font-style: var(--shiki-dark-font-style);font-weight: var(--shiki-dark-font-weight);text-decoration: var(--shiki-dark-text-decoration);}html.dark .shiki span {color: var(--shiki-dark);background: var(--shiki-dark-bg);font-style: var(--shiki-dark-font-style);font-weight: var(--shiki-dark-font-weight);text-decoration: var(--shiki-dark-text-decoration);}",{"title":69,"searchDepth":83,"depth":83,"links":295},[296,297,298,299,300,301],{"id":55,"depth":83,"text":56},{"id":131,"depth":83,"text":132},{"id":173,"depth":83,"text":174},{"id":191,"depth":83,"text":192},{"id":218,"depth":83,"text":219},{"id":238,"depth":83,"text":239,"children":302},[303,304,305,306,307],{"id":243,"depth":89,"text":244},{"id":253,"depth":89,"text":254},{"id":260,"depth":89,"text":261},{"id":267,"depth":89,"text":268},{"id":274,"depth":89,"text":275},null,"Prepare, validate, preview, and import a CSV file into a contact list.","md",{},{"icon":41},{"title":314,"description":315},"How to Import Contacts from CSV into Cleo","Prepare and upload a contact CSV, review headers and rows, avoid common formatting problems, and monitor the resulting import in Cleo.","MRAQAI2WcVn61YAnpSUUZTADOIX-jN30U7OS57nwcHA",[318,308],{"title":33,"path":34,"stem":35,"description":319,"icon":36,"children":-1},"Create manual and filter-based contact lists for recurring audiences and team workflows.",1793830130883]