HOW-TO
How to import your contact list
Bringing your existing customers into PRYNT CRM is a one time upload from a spreadsheet. Get the file tidy first and the import takes a couple of minutes.
3 MIN READ
5 STEPS
UPDATED AUG 17, 2026
STEP BY STEP
How to do it
01
Prepare the file
Open your list and check that each contact has an email or a phone number. That's how the CRM spots duplicates. Save or download it as a CSV.
Tip. Do a test import with five to ten rows first to check the column mapping before you import the whole list.
02
Open the importer
In PRYNT CRM go to Contacts and click the Import icon at the top of the list. Choose Contacts (or Contacts and Opportunities if you also want deals created) and click Next. If you're unsure how to lay out your file, click Download Sample File and copy its column headers.
Contacts → Import → Contacts → Next
03
Upload and choose how to handle matches
Upload your CSV. Choose Create to only add new contacts, Update to only change existing ones, or Create and Update for both. If you're updating, tick Don't update Empty Values so blank cells in your file don't erase data you already have.
04
Map the colums
Match each column in your file to the CRM field it belongs to: First Name, Email, Phone, and so on. Skip any column that doesn't fit, or create a custom field for it.
05
Tag the batch and import
Add a tag such as imported-aug-2026 so you can find this batch later, then click Import.
Careful. Update and Create and Update overwrite existing contact data wherever a mapped column has a value, and there's no single undo button. Always tag the batch and keep a copy of your original file.
HOW TO KNOW IT WORKED
Go to Contacts, Bulk Actions, find your import and click Show Stats to see how many were created, updated, or failed. If any failed, download the error log from the Error tab. Then filter Contacts by your import tag and spot check a few.
Steps reflect the platform as of August 17, 2026. Menus change; if something looks different, tell us and we will update this guide.
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BEFORE YOU START
Admin access in PRYNT CRM.
Your list saved as a CSV file. Excel and Google Sheets both export one. Every row needs at least a name plus an email or phone number, and keep the file under 30 MB.
Permission to contact these people. Only import people who opted in.
CATEGORY
Email & Contacts
TIME
About 3 min
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