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

1. Go to Leads > Import
2. Upload your CSV file
3. Map columns to fields
4. Review preview
5. 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

After Import

Imported contacts appear in your Leads list:

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