Contacts CSV Upload

​

Navigation

Access at: https://app.monterey.ai/w/default/feedback/contacts

Or follow these steps:

1. Log into the Monterey.ai dashboard
2. Navigate to Contacts
3. Click the ”+ Contact” button in the top right corner

​

CSV Format

Your CSV file should contain the following columns:

• contactName - The contact’s full name
• contactEmail - The contact’s email address
• contactAccountName - The associated account/company name
• contactAccountDomain - Associated company’s domain (e.g., “example.com”)
• contactSourceId - External identifier for the contact
• contractValue - 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 account
• Additional columns - Any other columns will be stored as metadata

​

Example CSV

contactSourceId,contactName,contactEmail,contactAccountName,contactAccountDomain,contractValue,title,department,account_industry,account_employees
CONTACT-001,John Smith,john.smith@acme.com,Acme Corporation,acme.com,100000,VP Sales,Sales,Manufacturing,1000
CONTACT-002,Sarah Jones,sarah.j@acme.com,Acme Corporation,acme.com,100000,Director,Sales,Manufacturing,1000
CONTACT-003,Mike Johnson,mike@techstart.io,TechStart,techstart.io,25000,Engineer,Engineering,Technology,50

​

How Contacts Are Matched

​

Contact Matching Logic

• If contactSourceId is provided:
  • Matches against existing contact with the same source ID
• Otherwise, attempts to match on:
  • Contact email address
  • Contact name

​

Account Association

For each contact:

• Attempts to match existing account by domain
• If no domain match, tries matching by account name
• Creates new account if no matches found and account info provided

​

Required Fields

You must provide at least one of:

• contactEmail
• contactSourceId

​

Best Practices

1. Include source IDs if available for precise matching.
2. Provide account domains for accurate account association.
3. Use consistent naming for accounts
4. Include any additional fields you want to track as metadata columns.
5. Review your CSV data before upload to ensure accuracy.

​

What Happens During Import

1. System validates all rows in your CSV.
2. For each valid row:
   • Checks for valid contact name or email
   • Attempts to match existing contacts by source ID or email
   • Links or creates associated account by domain/name
   • Updates matched records or creates new ones
   • Preserves existing data while adding new data

​

Supported File Types

The account import accepts the .csv and .xlsx files