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Import your contacts

A CSV or Excel file, with a template to download.

Role : ManagerDuration : 3 minOn : Web, Mac

Before you start

  • Be a manager of the Callizy account: only managers can import.
  • A CSV or Excel (.xlsx) file, one row per contact, 5,000 rows at most.

Step by step

7 steps, about 3 min
  1. 1

    Open the import

    10 s

    In the menu, click Contacts, then Import, at the top right. The address book is empty? The Import a file button is in the middle of the screen.

    Contacts/Import

    Open this screen in Callizy
  2. 2

    Prepare the file

    1 min

    Not sure about the format? Click Download a sample file: it shows every column Callizy reads. Only the phone number is required. The others: first name, last name, email, company, title, address, city, province, postal code, country, website, phone 2, status and tags.

  3. 3

    Choose the file

    10 s

    Drop it in the box, or click to choose it. Callizy reads it and shows a preview. Nothing is saved yet.

  4. 4

    Read the preview

    30 s

    It counts the new contacts, the existing contacts completed (nothing is overwritten), those already up to date, the duplicates in the file and the rows rejected. Each rejected row is named, for example “Row 12: no phone number”.

  5. 5

    Keep your extra columns

    20 s

    A column matches no field, for example “Mileage”? Check it: it becomes a contact property, filled in for each contact. Left unchecked, it is ignored.

  6. 6

    Import

    10 s

    Click Import 120 contacts: the number follows the preview. A message confirms, for example “118 contacts added, 2 completed.”

  7. 7

    Find them

    10 s

    In Contacts, open the Source filter and choose Import.

Key points

  • A number already in the address book is never duplicated: its empty fields are filled in, nothing is overwritten, and its new tags are added.
  • A number found twice in the file only counts once.
  • An invalid email or website is left empty; the row still goes through.

Settings

You can change them at any time, without reconnecting anything.

Status and tags
Status column: prospect, lead, client (or customer) or inactive. Tags column: separate them with a comma, a semicolon or a vertical bar.
French or English columns
Headers work in both languages: phone or téléphone, company or entreprise, city or ville… Accents and capital letters don’t matter.
Address in pieces
City, province, postal code and country are joined into the contact’s address. An export from Google or Outlook works as is.
Export
The Export button, next to it, downloads the address book as a CSV, with the current filters.

Not working?

Callizy shows “This file can’t be read. Save it as .csv or .xlsx.”
  1. In Excel or Numbers, save the file as .csv or .xlsx, then try again.
Callizy shows “The file has no rows.”
  1. The first row holds the column names; the contacts go below it.
Callizy shows “5,000 rows at most per file.”
  1. Split the file into several, then import them one by one.
Some rows are rejected
  1. “no phone number”: the phone cell is empty.
  2. “invalid phone number”: digits are missing. Canada and the United States need 10.
The Import button doesn’t show
  1. Only a manager can import. Otherwise, add your contacts one by one with New contact.

Frequently asked questions

Will a contact already in Callizy be overwritten?
No. Callizy recognizes it by its number and only fills in its empty fields.
Can I back out after the preview?
Yes: Cancel or Another file. Nothing is written before the Import button.
Can my Google contacts come in on their own?
Yes, with the integration: see Google Contacts.

Updated October 29, 2026

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