# Import your contacts A CSV or Excel file, with a template to download. - Role: Manager - Duration: 3 min - On: Web, Mac - Learning Centre: https://callizy.ca/en/apprendre/importer-contacts - Open this screen in Callizy: https://app.callizy.ca/en/dashboard?view=conversations ## 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. Screenshots show Callizy in French. Button names are given in English. ### 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. Menu: Contacts › Import ### 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. 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. 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. 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. Import (10 s) Click **Import 120 contacts**: the number follows the preview. A message confirms, for example “118 contacts added, 2 completed.” ### 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 - **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](https://callizy.ca/en/apprendre/google-contacts). Updated October 29, 2026.