Importing from a CSV

Whether you’re bringing contacts or notes from Notion, Airtable, or another CRM, you can also import contacts as a .CSV file.

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Importing Contacts through CSV

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Things to Know

• Dex tries to match generously based on header names of the file, so ‘first_name,’ ‘First name,’ and ‘Name’ should all be matched correctly.

• In the import from CSV function, there’s a field called Group/Tags. They need to be separated either comma- or by the ’:::’ string (both work).

• If you’re importing from an Outlook CSV or Google Contacts CSV export, no changes are needed.

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Getting Started

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CSV Schema/Format

If you’re downloading from another tool, we recommend the following basic header format for CSV files:

• Name
• Title
• Description
• Email
• Phone
• Company
• Education
• Tags
• Group
  • You can add multiple groups by separating them with a comma or ’:::’ string.
• Birthday
  • Use common formats, like 2/20/2000 or Feb 20
• Location
  • Use a plain string value, like ‘New York City’ or ‘SF’
• Last Interaction
  • Use common formats, like 2/20/2000 or Feb 20
• LinkedIn Url
• Twitter Url
• Facebook Url
  Custom Fields or any additional columns can’t be imported from .CSV

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Importing Notes through CSV

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Things to Know

• Columns ‘Name’ and ‘Notes’ are required and should be matched correctly.

• You can optionally add ‘Date’ as a third column.

• The note body can be written in HTML.

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Getting Started