> ## 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.

# Importing data

> Seed People and Companies from your connected email or a CSV upload.

Klipy needs People and Companies in your workspace to power relationship context, drafts, and suggestions. You can populate that data in two ways: automatically from email when you connect Gmail or Outlook, or manually by uploading a CSV from a CRM export or contact spreadsheet.

<Note>
  If you already connected email during [Quickstart](/guides/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.
</Note>

## 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.

All of this runs **in the background** after OAuth. You can keep working; records appear in your workspace as processing completes.

## 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.

<Steps>
  <Step title="Open Import">
    In the Klipy app, go to **Settings → Import**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Upload your CSV">
    Upload your `.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 |
    | Email        | Required |
    | Company      | Optional |
    | Title        | Optional |
    | Phone        | Optional |
    | LinkedIn URL | Optional |
    | Notes        | Optional |

    **Companies — required and optional fields**

    | Field        | Required |
    | ------------ | -------- |
    | Company Name | Required |
    | Domain       | Optional |
    | Industry     | Optional |
    | Size         | Optional |
    | Website      | Optional |
  </Step>

  <Step title="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.
  </Step>

  <Step title="Run the import">
    Submit the import. For lists **under about 10,000 rows**, processing usually finishes **in under two minutes**. Larger files may take longer; leave the tab open until the run completes.
  </Step>
</Steps>

<Warning>
  **Duplicates merge, they do not stack.** Contacts are deduplicated by **email address**, and companies by **domain**. If your file has repeat rows for the same person or company, or if those records already exist from email import, Klipy **merges** them into a single record. Your final count can be **lower than the number of rows in the CSV**—that is expected, not data loss.
</Warning>

## Next steps

<CardGroup cols={2}>
  <Card title="Quickstart" icon="rocket" href="/guides/quickstart">
    Connect email, complete onboarding, and see what Klipy does with your conversations from day one.
  </Card>

  <Card title="Your connections" icon="link" href="/guides/your-connections">
    Wire up email and other channels so Klipy stays in sync with where you sell.
  </Card>
</CardGroup>