Importing contacts

Import your existing customer data into Deskwoot using CSV files. This is useful when migrating from another platform or syncing with an external CRM.

Preparing your CSV file

Create a CSV file with columns for the contact fields you want to import. At minimum, include an identifier like email or phone number. Supported fields include: name, email, phone_number, company_name, city, country, and any custom attributes you have defined. The first row should be column headers.

Importing

Go to Contacts and click 'Import'. Upload your CSV file. Deskwoot will show a preview of the data and ask you to map each column to a contact field. Verify the mapping is correct and click 'Import'. The import runs in the background and you will be notified when it completes.

Deduplication

Deskwoot checks for existing contacts by email address during import. If a matching contact is found, the import will update the existing record rather than creating a duplicate. New contacts are created for entries that do not match any existing record.

Import limits

You can import up to 10,000 contacts per CSV file. For larger datasets, split your file into multiple batches. Each import is processed in the background so you can continue working while it completes.