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Contacts and pipeline

Add, import, and export contacts

Add a single contact by hand, bring in your existing customer list from a spreadsheet, or export your contacts to a CSV file.

How long it takes

About 5 minutes

What you'll need

  • A CSV file of your existing contacts (optional, for import)

Add a single contact

  1. Open Contacts from the left-hand menu.
  2. Click Add Contact.
  3. Fill in at least a name and a phone number or email, then save. You can always add more details later.

Import contacts from a CSV file

  1. Open Contacts, then click Import.
  2. Choose Contacts as the type of import, then upload your CSV file (up to 50MB).
  3. Match each column in your file to the right contact field (name, phone, email, address, and so on). If a column doesn't have an obvious match, you can create a custom field for it or choose to skip it.
  4. Review the preview, then confirm the import. Larger files take a few minutes to finish processing.
A clean CSV import starts with a clean spreadsheet: one row per contact, consistent phone and email formatting, and a header row with clear column names. Fix obvious errors in your spreadsheet before uploading, rather than after.

Export contacts to a CSV file

  1. Open Contacts.
  2. Select the contacts you want (use the select-all checkbox to export everyone, or filter first with a smart list to export a subset).
  3. Choose Export from the bulk actions. A CSV file downloads to your device.

Only account admins can export contacts. A full account data export, including conversation history, isn't self-serve today; see "Cancel or get a full data export" in this help center for that.

  • Contact exports don't include message or call history, just contact details.
  • Export files are typically available to download for a limited time, so download promptly once it's ready.

If it doesn't work

Import failed or stopped partway? Check your file for blank required columns or an unusual encoding, and try re-saving it as a plain CSV (UTF-8) before re-uploading.

Duplicate contacts after importing? This usually means the same contact existed from a different source already (for example, a Facebook or Instagram message). You can merge duplicates from the Contacts page.

Can't find the Export option? Make sure you're logged in as an account admin; exporting is restricted to admin users.

Still stuck? Email sam@ringvance.com and tell us what step you're on. Sam answers first, and a person steps in when needed.

Still stuck? Email sam@ringvance.com. Sam, our AI support assistant, answers first and a person steps in when needed. We reply within 1 business day.