> For the complete documentation index, see [llms.txt](https://docs.whatstool.business/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.whatstool.business/contacts-and-crm/q-and-a-best-practices/1.-how-to-import-csv-to-add-contacts.md). # 1. How to import CSV to add Contacts ? ### How to create the CSV file to import the Contacts along with the Labels, Custom Field and assigning the Team member. 1. Please open the Google Sheets [click here](https://docs.google.com/spreadsheets/u/0/) 2. In the First Column enter the number of the customer. 3. In the Second Column enter the name of the customer. 4. In the Third Column you can enter label you want to assign and Custom field and also assigning the Team member ### Follow below guidelines to import the Labels Predefined Labels : All labels should be created in advance to ensure the system recognizes them. Exact Spelling : Ensure the spelling and format of labels match exactly with those in the system to avoid errors. Comma Separation : If multiple labels apply to a single entry, separate them with a comma. **Example:**\ 1\. If you are using labels like Hot Lead and Cold Lead, these labels must first be created in the 'Labels' section of the system.\ 2\. During import, you should include the labels in the 'Lead' field in the following format:\ 3\. Hot Lead, Cold Lead ### Follow below guidelines to Import the Status Predefined Status: Status should be created in advance to ensure the system recognizes them. Exact Spelling: Ensure the spelling and format of labels match exactly with those in the system to avoid errors.\ \ **Example:**\ If you are setting status "Open" this status must first be created in the "Status" section of the system ### Follow below guidelines for Assigning by importing Predefined Agent with email id: Agent email should be added in advance to ensure the system recognizes them. Exact Spelling: Ensure the spelling and format of email match exactly with those in the system to avoid errors.\ \ **Example:**\ If you are setting assignment to "" then this email id must first be created in the "Team" section of the system. ## Steps to Import the contacts through CSV 1. Kindly go to Contacts & CRM 2. Click on Import Contacts 3. Chose the CSV file 4. Select the contacts column and name column 5. If you've any Labels, custom field data in the CSV file, kindly select the column for that. 6. And, click on Finish Mapping then Import now. {% hint style="info" %} Kindly refer below video for better understanding {% endhint %} {% embed url="" %} Importing the Contacts through CSV File {% endembed %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.whatstool.business/contacts-and-crm/q-and-a-best-practices/1.-how-to-import-csv-to-add-contacts.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.