You can import an existing contact list into Klipy from a CSV file. This is useful when migrating from another CRM, importing leads from a spreadsheet, or adding contacts in bulk.Documentation Index
Fetch the complete documentation index at: https://klipy.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
Before you import
Your CSV file needs at minimum one of these fields to be useful:- Email address (strongly recommended — used for deduplication)
- Full name or First name + Last name
Supported fields
Klipy maps common CSV column names automatically. For best results, use headers that match these:| CSV column | Klipy field |
|---|---|
email / Email | Email address |
first_name / First Name | First name |
last_name / Last Name | Last name |
company / Company | Company name |
title / Job Title | Job title |
phone / Phone | Phone number |
linkedin_url | LinkedIn profile URL |
website / company_website | Company website |
notes | Notes |
How to import
Upload your CSV
Select your CSV file. Klipy will preview the first few rows and attempt to map your columns to its fields automatically.
Review and confirm column mapping
Verify the column mapping looks correct. If Klipy misidentified a column, use the dropdown to reassign it. Unmapped columns are skipped.
How duplicates are handled
If a contact with the same email address already exists in Klipy, the import skips that row — it does not overwrite or update the existing record.Common import problems and fixes
My CSV has columns but they're not mapping correctly
My CSV has columns but they're not mapping correctly
Check that your CSV uses comma-separated values (not tab or semicolon). Also ensure the first row is the header row with column names. If your file uses a different delimiter, open it in a spreadsheet app and export it as standard CSV.
Some contacts didn't import — no error shown
Some contacts didn't import — no error shown
Rows without an email address may be silently skipped if Klipy can’t create a unique identifier for the contact. Adding an email column improves the import success rate significantly.
I imported duplicates by accident
I imported duplicates by accident
If your import created duplicates (e.g. because contacts already existed without an email to match against), contact support with details about the import. We can help clean up bulk duplicates.
How large can the CSV file be?
How large can the CSV file be?
There’s no hard row limit documented, but very large imports (10,000+ rows) may take a few minutes to complete. Import performance degrades for very large files — split them into batches if you encounter issues.
How to export contacts
Export your Klipy contacts to a CSV file.
Migrating from another CRM
Tips for moving your data from HubSpot, Salesforce, or another CRM.