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Importing Contacts

You can import contacts in bulk from CSV files or directly from HubSpot. This is useful when migrating from another CRM or adding a large list of leads.

Importing contacts

Importing from CSV

  1. Run /import or say "Import contacts from a CSV file"
  2. Attach your CSV file to the chat
  3. Outsprint reads the file and shows a preview with column mappings
  4. Review the mappings -- Outsprint auto-detects common column names (first name, last name, email, phone, company)
  5. Adjust any mappings that need correction
  6. Confirm to start the import
You
Import contacts from the attached CSV
Outsprint AI
Found 500 rows in your CSV. I've mapped the columns. Ready to import?

CSV Format

Your CSV file should include a header row. Common columns:

Column Maps To
first_name, First Name First name
last_name, Last Name Last name
email, Email Email (required for dedup)
phone, Phone Phone number
company, Company Company name
title, Job Title Job title
lifecycle_stage Lifecycle stage

Duplicate Handling

During import, Outsprint checks each contact's email against existing records:

  • Exact match found -- The row is flagged as a duplicate
  • You choose how to handle duplicates: Skip, Update (overwrite existing fields), or Merge

Importing from HubSpot

During onboarding, you can connect your HubSpot account and import all contacts, companies, deals, and pipelines. The import includes custom properties and associations.

Import Summary

After the import completes, you see a summary:

  • Total records imported
  • Records skipped (duplicates or errors)
  • A link to view the skipped records and reasons

Warning

Large imports (10,000+ contacts) may take several minutes. A progress bar shows the status, and you can continue using the chat while the import runs in the background.

What's Next