Skip to main content
Importing custom fields via CSV is a simple way to update or add detailed information to your lead or contact database. Follow these steps:

​
1. Prepare Your CSV File

  • Create a CSV file with clearly labeled column headers.
  • Include both standard fields (e.g., Name, Email) and any custom fields (e.g., Icebreaker, Referral Source).

​
2. Start the Import Process

  • Go to the import section in your system.
  • Upload your CSV file.
How can I import custom fields using a CSV file? screenshot 1

​
3. Map Your Fields

  • The system will prompt you to match each CSV column to a corresponding field.
  • Ensure all columns, especially custom fields, are mapped correctly.
How can I import custom fields using a CSV file? screenshot 2

​
4. Complete the Import

  • Review the field mapping.
  • Confirm and finalize the import.