Importing Contacts from .CSV

Importing from CSV

Whether you're bringing contacts from Notion, Airtable, or another CRM, you can also import contacts as a .CSV file. Get started from the import page on the Dex Import Page.

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.

An Outlook .CSV export or Google Contacts .CSV export works without any changes!

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

  • (for CSV import, you can only import one group)

• 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