> ## Documentation Index
> Fetch the complete documentation index at: https://docs.monterey.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts CSV Upload

> How to import and update contacts via CSV upload

### Navigation

Access at: [https://insights.reforge.com/w/default/feedback/contacts](https://insights.reforge.com/w/default/feedback/contacts)

Or follow these steps:

1. Log into the Reforge Insights dashboard
2. Navigate to **Contacts**
3. Click the "+ Contact" button in the top right corner

<Note>
  You must have the appropriate permissions to access the contacts import
  feature. Contact your workspace administrator if you cannot access this
  section.
</Note>

## 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

```csv theme={null}
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`

<Warning>
  Rows missing both fields are invalid and will be skipped during import.
</Warning>

## 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