If you already connected email during Quickstart, your workspace is already being seeded from email history—you do not need to trigger anything else. The steps below for email explain what ran in the background; skip ahead to CSV if you only want to add records from a file.
Import from email
When you connect your email (Gmail or Outlook) through OAuth—typically during onboarding—Klipy starts an automatic import. You do not run a separate “import” action; it begins right after authorization. What gets imported- Email threads: By default, Klipy reads roughly the last six months of threads to build context.
- Contacts: Addresses are taken from To, From, and Cc on those threads.
- Companies: Klipy infers companies from email domains and links people to the right accounts.
- Relationship signals: Klipy computes relationship strength from how often and how recently you correspond with each contact, so your graph reflects real engagement—not just who appears in a directory.
Import from CSV
Use CSV import when you already have a clean export from another system, or when you want to bulk-add people and companies without relying on email history alone.Choose contacts or companies
Select whether you are uploading contacts or companies. Pick the file that matches—Klipy validates columns against the profile you chose.
Upload your CSV
Upload your
Companies — required and optional fields
.csv file. For a head start, use Download template on the Import page to match expected column names.Contacts — required and optional fields| Field | Required |
|---|---|
| First Name | Required |
| Last Name | Required |
| Required | |
| Company | Optional |
| Title | Optional |
| Phone | Optional |
| LinkedIn URL | Optional |
| Notes | Optional |
| Field | Required |
|---|---|
| Company Name | Required |
| Domain | Optional |
| Industry | Optional |
| Size | Optional |
| Website | Optional |
Confirm column mapping
Klipy shows a preview of your file. Confirm that each column maps to the right Klipy field. Fix any mismatches before you proceed—mapping errors are the most common reason imports look wrong on the first try.
Next steps
Quickstart
Connect email, complete onboarding, and see what Klipy does with your conversations from day one.
Connecting channels
Wire up email and other channels so Klipy stays in sync with where you sell.