How to import and update contacts via CSV upload
contactName
- The contact’s full namecontactEmail
- The contact’s email addresscontactAccountName
- The associated account/company namecontactAccountDomain
- Associated company’s domain (e.g., “example.com”)contactSourceId
- External identifier for the contactcontractValue
- Associated contract value (numeric)Account {X}
/account_{X}
prefix - Columns with Account {X}
or account_{X}
prefix will be stored as metadata on the associated accountcontactSourceId
is provided:
contactEmail
contactSourceId
.csv
and .xlsx
files